WIN puts everything you need to make better financial decisions at your fingertips 

Live your best financial life

 ✓  Personalized expert guidance

 ✓  Accurate, relevant information

 ✓  Effortless take action

Why WIN? 

     because "the same as a man" is       not always best for a woman

WIN is your personal financial coach

Just-for-you, Just-in-Time financial guidance 

WIN delivers trustworthy expert guidance and relevant unbiased information

what you need to know, when you need to know it

Quick, Simple, Practical 

Achieve your financial goals in 3 simple steps 

1. Choose a goal 

2. Discover your best next step 

3. Take action


No more hours of searching, unnecessary fees, cookie-cutter answers.

Be your best financial advocate.

Never miss a valuable tip. 

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One Size Fits None

Tell us about you and we'll send personalized tips your way. 

Let's get started 

Financial concerns and goals change as life unfolds.   

Click an image that best reflects your life-stage.

Explore all for your unique profile. 


You're Smart. You're Busy. You Need Answers. Done. 

Click on a question or ask your own. 


What's your question?

Your confidential answer will be delivered to your inbox. 


Start making better money decisions today

We guide to achieve your financial goals your terms

When you want, how you want, with all the tools you need, all in one place 

  How to Achieve Your Financial Goals

Investing is the key to creating wealth.


WIN helps you decide how best to invest to achieve your financial goals.


Then we make it easy to start investing - no matter how you choose to invest.


Prefer a professional portfolio manager?

WIN helps with selecting the right fit. 

Want to Do-it-Yourself, WIN will guide you.

Interested in digital "Robo" investing, WIN makes it simple. 

WIN subscribers access all digital partners with a simple click.

WIN uncomplicates your financial life.

A Financial Plan 

An Investment Plan 

A financial plan is a roadmap to your financial goals, now and for the future. 


You know your dreams and needs. WIN knows how to match goals with financial options. Your personal plan may include budgeting, saving, insurance & investing. 

Your time is valuable. Based on your goals, personality & lifestyle, we may choose to automate your saving and investing. 

24/7 guidance and relevant knowledge enable you to make informed decisions, on your schedule, confidently.  

WIN members have exclusive use of 

DecideGuide - our one-of-a-kind interactive decision-making tool.


WIN makes it simple to reach your financial goals. 


Introducing DecideGuide

Your on-demand personal finance coach. 

The simple smart way to make better financial decisions.



DecideGuide is the on-demand decision tool you personalize.


With simple Yes / No answers discover what's best for you, in minutes.


Want a hint or to learn more, all you need is at your fingertips - no search required.


Putting your financial plan into action is effortless.

One-click access to multiple offers makes it simple to get the best price on the product and services you need.

WIN DecideGuide - Better outcomes, less time & worry.

Sign up for Early Access.

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WIN makes a better financial life simple.

- Expert personalized guidance available 24/7

- Relevant, accurate, unbiased content at your fingertips


- One-click take action  

Learn more about WIN

Sign up to enjoy the full benefit of WIN financial learning, planning and investing tools & resources