Interested to get started but not sure where to begin?

Click on an image which best reflects you and where you are in your life. 

Explore other images to discover how financial concerns and goals change throughout life.  

Select the goals important to you and we'll use technology to create your personal action plan.

WIN is a personal trainer for your money.

We guide you to achieve your financial goals.  

Every woman is a unique mix of profiles

Explore to discover the financial goals you want to achieve

 

Smart, Practical Wealth 

For Smart, Busy Women

 

Dream.    Decide.    Achieve.

Better financial decisions are simple with personalized guidance, relevant content and effortless execution all in one place.

Try DecideGuide now

DecideGuide is the first personal interactive financial decision-making guide you access 24/7 to help you make better financial decisions & act with confidence.

What's your question?

You don't need a degree in finance or lots of general information  

You need relevant practical answers & a plan to get you where you want to go 

WIN uncomplicates your financial life 

A Financial Plan is a Roadmap to Your Money Goals 

WIN is a personal trainer for your money.    Better results, faster.  

We start with answers to your questions, identify the best path to your goals, and take action

A financial plan helps you balance college, business and retirement funding, afford a child or new home, pay off debts while investing for the future, and enjoy your retirement.  A plan uncomplicates smart financial decision-making, and prepares you to invest smartly.

Looking for answers? Click on a question or ask your own below. 

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A bank or brokerage acccount is not a financial plan. An investment plan - the allocation of your savings to investments for growth and protection, is only one part of a financial plan. Your financial plan is a framework created just for you to meet your current and future financial needs and goals. Set up a complimentary consultation to discuss how WIN can help you uncomplicate the path to your goals. 

 
 
 

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

Not certain where to begin, let's get rid of all the noise and discover your goals 

We guide to achieve your financial goals your terms

ALL YOU NEED 

 

Relevant content,  practical guidance, effective tools, and accurate answers at your fingertips.  We provide  clear, objective explanation of financial products, news, events, so you can evaluate what is best for you.  Ready to act, look no further - simply click on a link. 

Start making better money decisions today

WHEN YOU WANT

 

We're here for you. Access our tools and content 24/7.

Set up a personal account to see and  understand your spending, savings, and  investments in one place. Busy days, visit the platform to learn, plan and manage your financial life when it best suits your schedule. 

HOW YOU WANT 

Online and mobile, our  goal is to make it easier for you to manage your financial live and achieve your goals. Prefer to learn on your own? Speak on the phone? Meet in person or digitally? Just let us know how you prefer us to work together to achieve your financial goals.

 

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

  You have options

Choose how you want to get started

 

Create a plan 

Ready to create a roadmap to achieve your financial goals?

 

My Financial Life is your custom financial and money management plan. It includes your budget, spending, savings, & investments.

 

Your time is valuable. To move effortlessly toward your goals we automate saving and investing.

 

DecideGuide  your personal one-of-a-kind interactive decision-making tool makes complex financial decisions simple.

 

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

Start Investing

Prefer a professional manager?

We'll help with your selection. 

 

Want to invest on your own?

We're here to facilitate.

 

Interested in Robo-investing?

We'll explain Robo model portfolios.

 

Robo-investing is an easy way to start investing. Just answer a few questions online, and receive a Robo-created portfolio.To invest simply link your bank account. 

 

You can connect to our digital partner here without leaving WIN > 

 

Remember - Investing is only one part of your financial plan to achieve your financial goals, so come back.

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