If you are anything like me, you would much rather be spending time at the beach with your family then sweating over your finances. I know some of you out there love crunching numbers and totally geek out over complex excel spreadsheets, but that is definitely not your girl! I DO however want to make sure we have a financial plan set up for our children’s college fund. I’d be lying if I said this wasn’t something I stressed over, especially since universities don’t offer a twin discount!
I am NOT a finance guru. In fact, the thought of setting up a budget and figuring out investment strategies makes me cringe. But what I like about Wealthfront is that their user friendly platform helps me visualize where we are and where we need to be in a clean, easy to understand format.
You start by selecting your goal. Are you saving for a house? Saving for fertility treatments? Trying to travel more? Or maybe you are like us, and are just trying to make sure your kids can go to college. Whatever your financial goal is, Wealthfront helps you get there by setting up a financial plan that’s right for YOU and your lifestyle.
After linking in your banking, savings and even mortgage accounts, Wealthfront generates scenarios to make sure you are on the right track. The best part? You pay nothing. Nada. Ziltch! This financial planning service is totally free on Wealthfront. All of which can be done simply, easily and quickly from your smart phone.
If you want to take your finances a step further, Wealthfront also offers an investment service for beginners (like me!) Your first $5,000 of investments are managed totally free, anything after that you pay 0.25%.
To learn more about setting up a financial plan or set up an investment account with Wealthfront click here!
Thank you Wealthfront for partnering with us on this post!