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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.
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.
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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.
Prefer a professional manager?
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.
Remember - Investing is only one part of your financial plan to achieve your financial goals, so come back.
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