All you need to know for smart financial decisions


How to invest in 3 Simple Steps 

You do not need a lot of money to start investing. Starting now even with a small amount of money is better than waiting until later, as you will need a much larger sum of money to make up for lost time due to the way investments grow.**

Investing with a little right now is better than waiting to invest more 

Time is money in the world of investing, and the earlier you start the better. For many people who want to invest, the process seems "too” complicated. It’s not. It may sound complicated because of the jargon used by the financial industry, but we're going to tackle it without the jargon. Follow our guide below and you be investing in 3 quick and simple steps.   


There are a million ways to make investing complicated, and the financial industry often does, using jargon inaccessible to most everyone.  


Financial startups responded with apps that automate investing, basically taking you out of the process entirely.

But in just 3 quick and easy steps you can be actively involved in your investing, with the opportunity to increase your knowledge and the complexity of your investment.


3 Simple Steps





Each step is explained fully below with links to make it even quicker!



How to Invest in 3 Simple Steps 


Step 1: Open a Brokerage Account (if you're investing for retirement, consider a brokerage IRA)

TIP: Pay attention to fees! 

        Check for transaction (buy &sell), monthly, account and fund management fees   


Easy link to Vanguard, Fidelity, SchwabEtrade


TIP: If you prefer an investing app, choose one that does not require you to spend to invest! Investing should be a stand-alone priority not conditioned on spending.


Step 2: Link your bank account and transfer money


Step-by-step instructions will be provided when you are opening the account.


Step 3: Enter a “Buy” order to purchase your selected fund* or other investment


*An Index Fund with a low management fee, established track record and no transaction costs is a smart, easy, quick way to start investing.  Learn why.


**Visit our other lessons to learn more about compounding and smart investing. 

Our concern is your best interest. We do not endorse or recommend any individual investment product, investment strategy or financial product provider. The information provided is for educational purposes only. It is not and shall not be construed to be investment advice. 

Open a Brokerage Account

Transfer money from your bank account to your brokerage account

Buy an Index Fund* or other investment