Your personal wealth coach

Investing Made Easy

Manage Your Own Portfolio and Keep More Money

Your financial “Advisor” is just googling the same stuff we’ll teach you, while charging a hefty fee to still under perform the market. If you can order on Amazon or scroll TikTok, you can 100% manage your own investments. Stop throwing away $3,000-$10,000/year on poor advice you don’t need.

Paying an Advisor (1% fee):
-$600,000+
lost to fees over your lifetime
Managing It Yourself (0.03% fee):
Keep $600K+
literally the same investments

Everything You Need to Build Wealth

Simple, proven strategies that actually work

Seriously, It’s Easy

3 clicks and you’re done. If you’ve ordered Uber Eats, you can do this. No “financial jargon” BS.

Stop Getting Robbed

Your advisor charges $300+/month to buy the same index funds we’ll show you how to buy yourself.

Ask Anything, No Judgment

AI coach answers your “dumb questions” instantly. No awkward meetings where you feel lost.

You’re Not Alone (And You’re Not Dumb)

68%

of 25-year-olds feel intimidated by investing

$4,200

average annual advisor cost for millennials

15 min

to learn what your advisor knows

“I was paying $350/month for someone to tell me to buy index funds. Now I just... buy index funds.”

– Sarah, 26

Red Flags Your Advisor Won’t Tell You

If any of these sound familiar, you’re probably overpaying

“We actively manage your portfolio”

Translation: We’re trying to time the market and will probably underperform a basic index fund.

“Our fee is only 1%”

Translation: That “only” 1% costs you literally hundreds of thousands over time. It’s not small.

“Investing is too complicated for regular people”

Translation: Lie. It’s literally: open account → buy VTI → auto-invest. That’s it.

“You need our expertise to pick winning stocks”

Translation: 90% of professionals can’t beat index funds long-term. You don’t need stock picking.

Literally 3 Clicks. That’s It.

Less time than ordering DoorDash. Way less complicated than setting up your Wi-Fi router.

1

Download Vanguard App

5 minutes. Same as any app. Open a Roth IRA (we’ll show you exactly how).

2

Search “VTI” & Click Buy

Congrats, you now own pieces of Apple, Microsoft, and 3,500+ other companies.

3

Set Auto-Invest $200/Month

Check it once a year max. Go live your life. That’s the whole strategy.

What Changed When I Ditched My Advisor

😰

With Advisor

  • Paying $400/month in fees
  • Felt stupid asking basic questions
  • No idea what I actually owned
  • Waiting days for responses
  • Awkward quarterly meetings
  • Guilt about the cost but too scared to quit

Annual cost: ~$4,800

Over 40 years: -$600,000+

😎

DIY

  • Paying $30/year in fees
  • Ask AI anything, instant answers
  • I own VTI - literally that simple
  • Check my app whenever I want
  • No meetings, no small talk
  • Confidence + keeping my money

Annual cost: ~$30

Saved: $4,770/year

“I thought I needed an expert. Turns out the ‘expert strategy’ is literally just buying VTI and waiting. I was paying $4,800/year for advice I learned using WealthCoach in 10 minutes.”

– Jake, 27, software engineer

Everything You Actually Need to Know

(Spoiler: It’s way less than your advisor made you think)

The Only Investment You Need

VTI, FXAIX, or VOO. Pick one. Done. You now own Apple, Microsoft, Amazon, and 3,500+ other companies. That’s the whole portfolio.

This beats 90% of professionals long-term. Not kidding.

📈

Why Advisor Fees Are Brutal

Your advisor’s 1% fee compounds against you every single year. Over 40 years, it’s not 40% - it’s literally half your retirement.

Invest $500/month for 40 years:

DIY: $3.16M

With advisor: $2.56M

You’re giving them $600K

⚙️

Start Now, Not “Someday”

Every month you wait costs you thousands in compound growth. There’s no “perfect time.” Market down? Great, stocks are on sale. Market up? Great, you’re making money. Just start.

🏆

Roth IRA = Your Best Friend

Tax-free growth. Forever. Max it out first ($7,000/year). Then do 401(k) for company match. Then taxable account. We’ll walk you through opening each one.

Stop Paying Someone to Google Stuff For You

You’re already smart enough to do this. Download an app, buy VTI, set auto-invest. That’s literally the entire strategy your advisor is charging $4,800/year for.

No awkward calls. No meetings. No one judging your questions.