Every plan is personalized to your foundation, debt, employer plan, goal, and horizon.
Features | Snapshot | Plan | Playbook |
|---|---|---|---|
| Best for | Figuring out if you're ready to invest at all | Ready to open an account and want it done right | Building a system you'll still be running in ten years |
| Get Snapshot | Get Plan | Get Playbook | |
| Number of Questions | 6 | 9 | 13 |
| Analysis Depth | Brief | Moderate | Extensive |
| Microsite | Summary site | Summary site with analysis | Summary site with analysis, checklist and calendar |
| Next Dollars, Ranked 3-5 moves scored honestly for your foundation, debt, and goals | |||
| Readiness Gauges Dial gauges for foundation, risk fit, and contribution capacity | |||
| First-Year Plan Dated checklist from today through your first 12 months invested | |||
| Growth Projection What your monthly amount could become at 5, 10, 20, and 30 years | — | ||
| Portfolio Mix Conservative to aggressive, with the fit for your horizon marked | — | ||
| Beginner Mistakes The costliest first-year errors, tied to your answers | — | ||
| Foundation Gaps Current vs target on emergency fund, debt, match, and automation | — | — | |
| Account Setup Opening, funding, automating, and rebalancing, step by step | — | — | |
| Fees & Taxes Account types compared on tax treatment and fee traps | — | — | |
| When Markets Fall The first big drop, early needs, and hype, with triggers | — | — |
Figuring out if you're ready to invest at all
6 questions • Brief analysis
Summary site
Ready to open an account and want it done right
9 questions • Moderate analysis
Summary site with analysis
Building a system you'll still be running in ten years
13 questions • Extensive analysis
Summary site with analysis, checklist and calendar