Step 1 of 6
How much are you starting with?
There's no wrong answer. Every investor starts somewhere.
$
If you invest this monthly, here's what it could grow to:
Enter an amount to see how many funds you can build with.
Projections assume ~7% avg annual return and are not guaranteed.
Before we begin
A note on risk
Please take a moment to read this.
All investments carry risk, including the possible loss of principal. The funds presented here have been selected as industry standards and beginner-friendly starting points. They are not personalized financial advice.
This tool is designed to meet you where you are — not to replace a licensed financial advisor. Investing has historically been one of the most effective ways to beat inflation and build long-term wealth, but past performance does not guarantee future results.
All investment decisions are solely your own.
I understand this is not financial advice, and I'm ready to make my first move.
Step 2 of 6
How many funds?
The more you invest, the more you can diversify.
Step 3 of 6
Choose your funds
Pick one from each category.
Step 4 of 6
Split your money
Drag each slider. They need to add up to 100%.
Total allocated
0%
Your first portfolio
You're ready to invest.
MONTHLY INVESTMENT
Now go make your first move.
Open your brokerage app, search each ticker, and invest your amounts. Then screenshot your completed portfolio and send it to me — I want to see you win.
Projections assume monthly investing at ~7% avg annual return. Not investment advice. All decisions are your own.
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For most people, that’s where the disconnect is. Not the budget itself. 
Our Beyond the Budget Blueprint is specifically designed to help you fall in love with your budget and bring your goals to life. 
$27, right now! Normally $197.