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This meeting is for you and about you. We want you to lead the direction of our conversation. We want to get to know you and your financial goals and dreams.
Authenticity is important to us and we want to make sure you understand who we are, what we do and how we can help you reach your financial goals.
We’ll spend as much time here as you want. We can dive into the details or, if you’re cash flow positive and feeling confident, we can breeze through this part.
We create an attainable financial plan together to help you reach your financial goals. This can include budgeting refinement, debt repayment and an investing strategy.
A fiduciary holds a legal and ethical relationship of trust with one or more other parties. As fiduciary financial advisors, we are bound by law to always act in the best interest of our clients and help you improve you financial well-being. We have no ties, incentives, or commissions attached to big banks or Wall Street.
Your typical Registered Investment Advisor requires a hefty investment deposit to work with them. At InvestEd, we believe in leveling the playing field, and as such, require no minimum investment to get started. No minimum investing requirement means there's nothing holding you back from investing in your future.
We are fee-only investment advisors with a .95% assets under management annual fee. We only make money when you invest with us. Once your InvestEd for Betterment account is active and funded, no action is required on your end-your fees will automatically be deducted every year. There are no hidden fees or extra costs. Transparency is important to us so what you see is what you get.
Financial education is the cornerstone of a financially successful future. Unfortunately, few receive financial literacy classes in school and most are left to figure it out on our own. InvestEd believes that financial education creates financial opportunity. We educate our clients, our community and any business, organization or group of people interested on topics ranging from budgeting to investing. Attend one of our events or request a free financial literacy seminar here.