Get personalized suggestions for how to invest your money


This should take less than 10 minutes

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Step 1: Tell us the basics of your financial situation

Step 2: Set your investor profile and goals

...a few calculations...

Step 3: Get an investment mix of stocks and bonds, personalized to you

Click "Continue" to start with a few questions about you.

The planner is completely free for life. Users that want more help can upgrade to our optional Planning Complete service.

What's Next?

Once you have a mix in mind, you can put it into action yourself, or we can help you choose a top provider to help you:

Want to skip straight to our recommendations? Click below.