https://www.wealth-mode.com/blog daily 0.75 2025-01-13 https://www.wealth-mode.com/blog/weekly-financial-date-for-couples monthly 0.5 2024-04-19 https://www.wealth-mode.com/blog/the-real-reason-you-should-hire-a-financial-planner monthly 0.5 2021-08-09 https://images.squarespace-cdn.com/content/v1/61042a4bf6f50e4407fc6f53/1628544394519-4U3GQ0ZDQOUZ96G9EUDM/The+Real+Reason+You+Should+Hire+a+Financial+Planner.png Blog - The Real Reason You Should Hire a Financial Planner - Make it stand out The Real Reason You Should Hire a Financial Planner https://www.wealth-mode.com/blog/the-cares-act-stimulus-package monthly 0.5 2021-08-17 https://images.squarespace-cdn.com/content/v1/61042a4bf6f50e4407fc6f53/1628600252980-IRBKB9YT35M46BSOX54T/The+CARES+Act+Stimulus+package.png Blog - The Cares Act Stimulus Package - Make it stand out The CARES Act Stimulus Package You have all been hearing about the "Stimulus Package" being discussed in the news to provide economic relief due to the coronavirus pandemic. It got finally and officially passed by Congress on Friday March 27, 2020 in the form of the Coronavirus Aid, Relief, and Economic Security (CARES) Act. Everyone, of course, knows about the $1,200 "Stimulus checks" that will be coming to everyone (subject to income level phaseouts). That's because about 90% of people are estimated to qualify. However, the $1,200 per person Stimulus Check is only 1 of 5 main areas of the CARES Act. You need to know about all five. The $1,200 per person Stimulus Check is only 1 of 5 main areas of the CARES Act. You need to know about all five. Here is an awesome infographic summary of the five key areas, from the Kitces.com blog (click source link below for more info). This blog post is a slimmed down, layperson-friendly summary of the more detailed explanation of the CARES Act found there, so kudos to the Kitces.com. https://images.squarespace-cdn.com/content/v1/61042a4bf6f50e4407fc6f53/1629231106767-3CJ3SOLE7M7TC9411T77/Key-2020-CARES-Act-Provisions.png Blog - The Cares Act Stimulus Package - Make it stand out Source: Kitces.com https://www.wealth-mode.com/blog/are-target-date-funds-the-best-choice monthly 0.5 2021-08-18 https://images.squarespace-cdn.com/content/v1/61042a4bf6f50e4407fc6f53/1628600743291-0S2ATRAXSVZ6QI1PI7SZ/Are+Target+Date+Funds+The+Best+Choice.png Blog - Are Target-Date Retirement Funds the Best Choice? - Make it stand out Source: DFA Matrix Book 2019 https://images.squarespace-cdn.com/content/v1/61042a4bf6f50e4407fc6f53/1629230339880-E282UUCJ9WF8HS5N1T05/Asset%2BClass%2BReturns%2B%28Ranked%29.png Blog - Are Target-Date Retirement Funds the Best Choice? - Make it stand out As of Oct. 2019 https://images.squarespace-cdn.com/content/v1/61042a4bf6f50e4407fc6f53/1629231320201-4ZJ79GBSIUBVQTME51XH/Small%2BCap%2BStocks%2Bin%2BTarget-Date%2BRetirement%2BFunds.gif Blog - Are Target-Date Retirement Funds the Best Choice? - Make it stand out As of Oct. 2019 https://images.squarespace-cdn.com/content/v1/61042a4bf6f50e4407fc6f53/1628601178291-G9BX04TVET3YYVPX39VK/Expense+Ratios+of+Target+Date+Funds.png Blog - Are Target-Date Retirement Funds the Best Choice? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.wealth-mode.com/blog/how-much-can-you-earn-from-investments monthly 0.5 2021-08-17 https://images.squarespace-cdn.com/content/v1/61042a4bf6f50e4407fc6f53/1629230159000-026MBKKMOU9AESI50FI1/How%2BMuch%2BCan%2BYou%2BEarn%2BFrom%2BInvestments_.png Blog - How Much Can You Earn From Investments? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/61042a4bf6f50e4407fc6f53/1629230312208-5Q16ZTR7AXXH7UY4L727/Asset%2BClass%2BReturns.png Blog - How Much Can You Earn From Investments? - Make it stand out Source: DFA Matrix Book 2019 https://images.squarespace-cdn.com/content/v1/61042a4bf6f50e4407fc6f53/1629230339880-E282UUCJ9WF8HS5N1T05/Asset%2BClass%2BReturns%2B%28Ranked%29.png Blog - How Much Can You Earn From Investments? - Make it stand out Source: DFA Matrix Book 2019 https://www.wealth-mode.com/blog/financial-march-madness-and-the-simple-but-not-easy-truth monthly 0.5 2021-08-17 https://images.squarespace-cdn.com/content/v1/61042a4bf6f50e4407fc6f53/1629230762520-UNXCMLWCFKE8IX7W0FK3/Money%2BMarch%2BMadness%2BBracket.png Blog - What’s the Most Important Principle of Personal Finance? - Make it stand out Source: www.financialfour.org https://images.squarespace-cdn.com/content/v1/61042a4bf6f50e4407fc6f53/1629230812884-MANKXH3XIEBIQFUTKFST/image-asset.png Blog - What’s the Most Important Principle of Personal Finance? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/61042a4bf6f50e4407fc6f53/1629230909599-AJQSMTAI2SI1VJ0C9AQS/Exercising+Meme.jpg Blog - What’s the Most Important Principle of Personal Finance? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.wealth-mode.com/blog/should-i-pay-off-my-mortgage-early monthly 0.5 2021-08-18 https://images.squarespace-cdn.com/content/v1/61042a4bf6f50e4407fc6f53/1628603229235-5YDL1SARL8P57FALGVUH/Should+I+Pay+Off+My+Mortgage+Early%3F.jpeg Blog - Should I Pay Off My Mortgage Early or Invest Extra? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/61042a4bf6f50e4407fc6f53/1629256668877-3G7BU5SETZ9IY1S74ZLM/c3f2e0700b0712d1985fe9e7cd2e40a2.png Blog - Should I Pay Off My Mortgage Early or Invest Extra? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/61042a4bf6f50e4407fc6f53/1629256700344-P1QTJ68DUSBRYR9ZRJH9/%24180%2C000%2B30-year%2Bmortgage%2C%2B4%25%2Binterest.png Blog - Should I Pay Off My Mortgage Early or Invest Extra? - Make it stand out Source: Zillow Mortgage Calculator https://www.wealth-mode.com/blog/avoiding-big-investing-mistakes monthly 0.5 2021-08-10 https://images.squarespace-cdn.com/content/v1/61042a4bf6f50e4407fc6f53/1628603930550-B6NS0ETRRUABX43OATK8/Avoiding+Big+Investing+Mistakes.jpeg Blog - Avoiding Big Investing Mistakes - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.wealth-mode.com/blog/the-single-most-important-thing-in-investing monthly 0.5 2021-08-18 https://images.squarespace-cdn.com/content/v1/61042a4bf6f50e4407fc6f53/1628604183959-R6ES7SRTA59RBIJ7H176/The+Single+Most+Important+Thing+in+Investing.jpeg Blog - The Single Most Important Thing in Investing - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/61042a4bf6f50e4407fc6f53/1629257293518-I8ZHMTZIFWFYRIWJ8J8Q/image-asset.png Blog - The Single Most Important Thing in Investing - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/61042a4bf6f50e4407fc6f53/1629257311870-0ZA47KJJUXU1BSAIA702/image-asset+%281%29.png Blog - The Single Most Important Thing in Investing - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.wealth-mode.com/blog/so-you-think-you-can-plan monthly 0.5 2021-08-18 https://images.squarespace-cdn.com/content/v1/61042a4bf6f50e4407fc6f53/1628629234902-Y7ZIMSZ11CY4DC7K6UJF/So+You+Think+You+Can+Plan.jpeg Blog - So You Think You Can Plan? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/61042a4bf6f50e4407fc6f53/1629257397779-B2CTCQG8LUD2KUC54G1Z/Wealth%2BMode%2BBanner.png Blog - So You Think You Can Plan? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.wealth-mode.com/blog/how-mutual-funds-make-diversification-easy monthly 0.5 2021-08-10 https://images.squarespace-cdn.com/content/v1/61042a4bf6f50e4407fc6f53/1628630256058-2BO6R8UO4TDXD6SO6JC3/How+Mutual+Funds+Make+Diversification+Easy.jpeg Blog - How Mutual Funds Make Diversification Easy - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/61042a4bf6f50e4407fc6f53/1628630399959-E6MHJNK1FW2S924Z89DR/Amazon+Stock+price.png Blog - How Mutual Funds Make Diversification Easy - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.wealth-mode.com/blog/how-to-invest-with-less-risk monthly 0.5 2021-08-18 https://images.squarespace-cdn.com/content/v1/61042a4bf6f50e4407fc6f53/1628630796291-U1FFO4P5L2WMBQD2I8DC/How+to+Invest+With+Less+Risk.jpeg Blog - How to Invest With Less Risk - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/61042a4bf6f50e4407fc6f53/1628631123945-LPRCBA7JOIJKZLAGFWGD/Graph+%231.png Blog - How to Invest With Less Risk - Make it stand out Source: Portfolio Visualizer https://images.squarespace-cdn.com/content/v1/61042a4bf6f50e4407fc6f53/1628631307088-1EWBWXI14ST02HAHHZD7/Graph+%232.png Blog - How to Invest With Less Risk - Make it stand out Source: Portfolio Visualizer https://images.squarespace-cdn.com/content/v1/61042a4bf6f50e4407fc6f53/1628631386699-D2XRDCISCHN7X4ZL1RP4/Graph+%232+Portfolio+Returns.png Blog - How to Invest With Less Risk - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.wealth-mode.com/blog/why-saving-10-percent-isnt-enough monthly 0.5 2021-08-11 https://images.squarespace-cdn.com/content/v1/61042a4bf6f50e4407fc6f53/1628687646330-XMRDTZXXTOF8PFELG4BP/Why+Saving+10%25+Isn%27t+Enough.jpeg Blog - Why Saving 10% Isn't Enough - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/61042a4bf6f50e4407fc6f53/1628687993243-5S47AP0E523RO4KOV6QB/US%2BPersonal%2BSavings%2BRate%2B-%2BFull%2BHistory.png Blog - Why Saving 10% Isn't Enough - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/61042a4bf6f50e4407fc6f53/1628688106813-SKIU7PII4B5KLDRHDQMD/US-personal-savings-rate.jpeg Blog - Why Saving 10% Isn't Enough - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/61042a4bf6f50e4407fc6f53/1628688431207-MZ941M3HQ02L762FSBVL/household-saving-rates-around-the-world-123-874d.png Blog - Why Saving 10% Isn't Enough - Make it stand out Source: HOWMUCH.NET https://images.squarespace-cdn.com/content/v1/61042a4bf6f50e4407fc6f53/1628688571671-UCGDKJQOBSJXZ15PY1GG/Networthify.png Blog - Why Saving 10% Isn't Enough - Make it stand out Source: Networthify https://www.wealth-mode.com/blog/the-2-deadly-ps-of-financial-decisions monthly 0.5 2021-08-11 https://images.squarespace-cdn.com/content/v1/61042a4bf6f50e4407fc6f53/1628711874423-OWABGSLAQM0V7O7H737L/The+2+Deadly+P%27s+of+Financial+Decisions.jpeg Blog - The 2 Deadly "P's" of Financial Decisions - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/61042a4bf6f50e4407fc6f53/1628712055534-8JM5E3JXVUBLKI8N6FFU/image-asset.png Blog - The 2 Deadly "P's" of Financial Decisions - Make it stand out Source: MarketWatch https://www.wealth-mode.com/blog/3-questions-to-change-the-way-you-see-your-finances monthly 0.5 2021-08-12 https://images.squarespace-cdn.com/content/v1/61042a4bf6f50e4407fc6f53/1628712567988-MB47NR6O98UVJC3QOROW/3+Questions+to+Change+the+Way+You+See+Your+Finances.jpeg Blog - 3 Questions to Change the Way You See Your Finances - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.wealth-mode.com/blog/why-roth-iras-are-overhyped monthly 0.5 2021-08-11 https://images.squarespace-cdn.com/content/v1/61042a4bf6f50e4407fc6f53/1628713185727-HCOE0MIIMWLATT9JSXXB/Why+Roth+IRA%27s+are+Overhyped.jpeg Blog - Why Roth IRAs are Overhyped - Make it stand out Most sources heap lots of praise on Roth IRAs, usually by hyper-focusing on the appealing idea of not paying taxes when you withdraw your money in the future. I'll play devil's advocate and bring down the hype so we can look at the benefits of the Roth IRA objectively. Note: this article was originally published at the end of 2016. It has been updated for the 2018 tax law. https://www.wealth-mode.com/blog/how-to-plan-for-unexpected-expenses monthly 0.5 2021-08-11 https://images.squarespace-cdn.com/content/v1/61042a4bf6f50e4407fc6f53/1628713520386-2RP88OAAD5SQAFBVB3K4/How+to+Plan+for+%2522Unexpected%2522+Expenses.jpeg Blog - How to Plan for "Unexpected" Expenses - Make it stand out THE MOST COMMON BUDGET-KILLER, HANDS DOWN, IS NON-MONTHLY EXPENSES. LEARN THE SIMPLE SOLUTION. https://images.squarespace-cdn.com/content/v1/61042a4bf6f50e4407fc6f53/1628713811591-BQY0HZKKVVZ833O4SLBJ/Revolving%2BExpenses%2BTable%2Bexample.png Blog - How to Plan for "Unexpected" Expenses - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/61042a4bf6f50e4407fc6f53/1628713900158-0QDHAB5SG829AY5F93Q2/image-asset+%281%29.png Blog - How to Plan for "Unexpected" Expenses - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.wealth-mode.com/blog/saving-big-with-credit-card-price-protection monthly 0.5 2021-08-11 https://images.squarespace-cdn.com/content/v1/61042a4bf6f50e4407fc6f53/1628714207665-KLHI2KMILW2XFECOADHP/Saving+Big+with+Credit+Card+Purchase+Protection.jpeg Blog - Saving Big with Credit Card Price Protection - Make it stand out PRICE PROTECTION IS A LITTLE-KNOWN, NOT-USED-NEARLY-ENOUGH BENEFIT OFFERED BY SOME CREDIT CARDS THAT WILL REIMBURSE YOU FOR A PRICE DROP THAT HAPPENS AFTER YOU PURCHASE AN ITEM. https://www.wealth-mode.com/blog/the-3-real-ways-to-cut-expenses monthly 0.5 2021-08-11 https://images.squarespace-cdn.com/content/v1/61042a4bf6f50e4407fc6f53/1628714799253-G84XQ6T9PLJ4LDLCOGZQ/The+3+Real+Ways+to+Cut+Expenses.jpeg Blog - The 3 Real Ways to Cut Expenses - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/61042a4bf6f50e4407fc6f53/1628715133874-1OR1BELQ2GC73Q4LJSSU/image-asset.png Blog - The 3 Real Ways to Cut Expenses - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/61042a4bf6f50e4407fc6f53/1628715316457-W0B2AZMSUTXPP2TFSVT3/Housing%2C%2BTransportation%2C%2BFood%2B-%2BPercent%2Bof%2BIncome.png Blog - The 3 Real Ways to Cut Expenses - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.wealth-mode.com/blog/7-steps-to-a-great-credit-score monthly 0.5 2021-08-11 https://images.squarespace-cdn.com/content/v1/61042a4bf6f50e4407fc6f53/1628715806115-WP5MNEDSBLC63P9L0RRM/7+Steps+to+a+Great+Credit+Score.png Blog - 7 Steps to a Great Credit Score - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/61042a4bf6f50e4407fc6f53/1628715895834-DD2JI3UVMYUSG2ACXW05/FICO+Credit+Scoring+Factors.png Blog - 7 Steps to a Great Credit Score - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.wealth-mode.com/blog/how-gratitude-helps-you-retire-early monthly 0.5 2021-08-11 https://images.squarespace-cdn.com/content/v1/61042a4bf6f50e4407fc6f53/1628716234469-8DQDCO2NN741SQ30PTTO/2016-11-25+-+How+Gratitude+Helps+You+Retire+Early.png Blog - How Gratitude Helps You Retire Early - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/61042a4bf6f50e4407fc6f53/1628716344300-VXJK4Z40KO93FXDPEF7X/Early%2BRetirement%2BCalculator%2B-%2B10%25%2BSavings%2BRate.jpeg Blog - How Gratitude Helps You Retire Early - Make it stand out Networthify's Early Retirement Calculator - 10% Savings Rate at $55,000 annual income https://images.squarespace-cdn.com/content/v1/61042a4bf6f50e4407fc6f53/1628716385311-FUK4MENGQXURKT0J8V9O/Early%2BRetirement%2BCalculator%2B-%2B15%25%2BSavings%2BRate.jpeg Blog - How Gratitude Helps You Retire Early - Make it stand out Networthify's Early Retirement Calculator - 15% Savings Rate at $55,000 annual income https://images.squarespace-cdn.com/content/v1/61042a4bf6f50e4407fc6f53/1628716465010-YLD1BH5US7RWH9DGLA9Z/3Early%2BRetirement%2BCalculator%2B-%2B30%25%2BSavings%2BRate.jpeg Blog - How Gratitude Helps You Retire Early - Make it stand out Networthify's Early Retirement Calculator - 30% Savings Rate at $65,000 annual income https://www.wealth-mode.com/blog/what-the-election-results-mean-for-your-investments monthly 0.5 2021-08-11 https://images.squarespace-cdn.com/content/v1/61042a4bf6f50e4407fc6f53/1628716750303-0I18MMBUOZK267PMFEG8/What+the+Election+Results+Mean+for+Your+Investments.png Blog - What the Election Results Mean for Your Investments - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.wealth-mode.com/blog/the-pell-grant-trick-to-get-a-bigger-tax-refund monthly 0.5 2021-08-11 https://images.squarespace-cdn.com/content/v1/61042a4bf6f50e4407fc6f53/1628717015833-OPT85ZBOVI295H1SUN7H/The+Pell+Grant+%2522Trick%2522+to+Get+a+Bigger+Tax+Refund.png Blog - The Pell Grant "Trick" to Get a Bigger Tax Refund - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/61042a4bf6f50e4407fc6f53/1628717127991-7OADT982QG36RUO4RQZ9/image-asset.png Blog - The Pell Grant "Trick" to Get a Bigger Tax Refund - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/61042a4bf6f50e4407fc6f53/1628717159137-XB7C76Y0T6484ZP2377R/image-asset+%281%29.png Blog - The Pell Grant "Trick" to Get a Bigger Tax Refund - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/61042a4bf6f50e4407fc6f53/1628717215897-8WOP67QNWOIIPBPMRNIO/image-asset+%282%29.png Blog - The Pell Grant "Trick" to Get a Bigger Tax Refund - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/61042a4bf6f50e4407fc6f53/1628717294066-41KXSX3BMQA0PXVVNC2O/Pell%2BGrants%2BIncluded%2Bin%2BIncome.png Blog - The Pell Grant "Trick" to Get a Bigger Tax Refund - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/61042a4bf6f50e4407fc6f53/1628717325611-UKHATUCJNXOFRH759ME9/Pell%2BGrants%2B-%2BHigher%2BTax.png Blog - The Pell Grant "Trick" to Get a Bigger Tax Refund - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/61042a4bf6f50e4407fc6f53/1628717360947-OJG7XYK1DMTU31S1EPGY/Form%2B8863%2BPart%2BII.png Blog - The Pell Grant "Trick" to Get a Bigger Tax Refund - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/61042a4bf6f50e4407fc6f53/1628717396679-W8DPAR5RRFLARAJM7SPD/Nonrefundable%2BAOTC.png Blog - The Pell Grant "Trick" to Get a Bigger Tax Refund - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/61042a4bf6f50e4407fc6f53/1628717481512-5BXNV6GJM1JBPQWI6U8D/Form%2B8863%2BPart%2BI.png Blog - The Pell Grant "Trick" to Get a Bigger Tax Refund - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/61042a4bf6f50e4407fc6f53/1628717544407-Q1UF26A8ZIY4VEI3PSPE/Refundable%2BAOTC%2BGlory.png Blog - The Pell Grant "Trick" to Get a Bigger Tax Refund - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.wealth-mode.com/blog/can-you-afford-to-not-talk-about-money monthly 0.5 2021-08-18 https://images.squarespace-cdn.com/content/v1/61042a4bf6f50e4407fc6f53/1629257807067-GC28XYEEY7QJF0H0N70O/Can%2BYou%2BAfford%2Bto%2BNot%2BTalk%2BAbout%2BMoney.png Blog - Can You Afford to Not Talk About Money? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.wealth-mode.com/blog/5-hacks-budget-too-legit-to-quit monthly 0.5 2021-08-18 https://images.squarespace-cdn.com/content/v1/61042a4bf6f50e4407fc6f53/1629258009025-48BDZSJLP9FERQY49ZPC/5+Hacks+to+Make+Your+Budget+Too+Legit+to+Quit.png Blog - 5 Hacks to Make Your Budget Too Legit to Quit - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.wealth-mode.com/blog/robo-advisor-or-human-financial-planner monthly 0.5 2021-08-18 https://images.squarespace-cdn.com/content/v1/61042a4bf6f50e4407fc6f53/1629258098960-7RN4NMUFJDYK4BNEPCWL/Robo-Advisor+or+Human+Financial+Planner%3F+Or...Both%3F.png Blog - Robo-Advisor or Human Financial Planner? 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- Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.wealth-mode.com/in-the-media/6-ways-to-manage-your-student-loan-debt-like-a-pro monthly 0.5 2021-08-25 https://images.squarespace-cdn.com/content/v1/61042a4bf6f50e4407fc6f53/1629863152075-8OYVO8TCMPWV5MBX9SB3/Rebel+Financial+logo.png In the Media - 6 Ways to Manage Your Student Loan Debt Like a Pro - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.wealth-mode.com/in-the-media/justin-with-pa-the-fi-way monthly 0.5 2021-09-17 https://www.wealth-mode.com/in-the-media/how-to-build-a-rainy-day-fund-for-your-children monthly 0.5 2021-08-25 https://images.squarespace-cdn.com/content/v1/61042a4bf6f50e4407fc6f53/1629863296473-FKSYB6JE2OADPZDL8248/wtsp-new-logo.jpeg In the Media - How to Build a Rainy-Day Fund for Your Children - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.wealth-mode.com/in-the-media/justin-featured-on-afcpes-podcast-real-money-real-experts monthly 0.5 2021-09-15 https://images.squarespace-cdn.com/content/v1/61042a4bf6f50e4407fc6f53/1631592944501-3BCN3776JEF7LZEESSEO/buzzsproutlogo.png In the Media - Justin featured on AFC+CFP’s podcast Real Money, Real Experts - Found on Buzzsprout! Also found on Buzzsprout https://images.squarespace-cdn.com/content/v1/61042a4bf6f50e4407fc6f53/1631593573172-FTV80TPFYO9O05N51PRV/podfriend-badge.png In the Media - Justin featured on AFC+CFP’s podcast Real Money, Real Experts - Found on PodFriend! https://www.wealth-mode.com/in-the-media/interest-rates-are-low-heres-how-you-can-take-advantage-of-that monthly 0.5 2021-08-25 https://images.squarespace-cdn.com/content/v1/61042a4bf6f50e4407fc6f53/1629862971035-X6RKXGO3FJ6AUDQB4HNL/MoneyWise.png In the Media - Interest Rates are Low. 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- Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.wealth-mode.com/in-the-media/success2-75hex monthly 0.5 2021-08-25 https://images.squarespace-cdn.com/content/v1/61042a4bf6f50e4407fc6f53/1629432098714-Q1QYW30CRNN7X5SRSKBS/Forbes.png In the Media - 5 Things to Look for When Picking a Financial Advisor - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.wealth-mode.com/in-the-media/xq0ntaqnppxrovu1xeamfpm1y6lnv8 monthly 0.5 2021-08-25 https://images.squarespace-cdn.com/content/v1/61042a4bf6f50e4407fc6f53/1629835673647-EK1BK10QNX93PKCVVFAE/Yahoo%2BFinance.png In the Media - How Does a Health Savings Account Work? - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.wealth-mode.com/in-the-media/how-to-spot-student-loan-forgiveness-scams monthly 0.5 2021-08-25 https://images.squarespace-cdn.com/content/v1/61042a4bf6f50e4407fc6f53/1629836256104-QLZWNXRF0YXPVJH7OIX3/SimpleDollar.png In the Media - How to Spot Student Loan Forgiveness Scams - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.wealth-mode.com/in-the-media/hidden-credit-card-perks-can-save-shoppers monthly 0.5 2021-08-25 https://images.squarespace-cdn.com/content/v1/61042a4bf6f50e4407fc6f53/1629836120591-W0438X7VX14CSWIB18UN/Reuters.png In the Media - Hidden Credit Card Perks Can Save Shoppers - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.wealth-mode.com/in-the-media/mother-kwxgj monthly 0.5 2021-08-25 https://images.squarespace-cdn.com/content/v1/61042a4bf6f50e4407fc6f53/1629431852141-NBVXUEDLRZ6AF0I7R21P/US%2BNews%2B%26%2BWorld%2BReport.png In the Media - 5 Ways to Improve Your Cash Flow - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.wealth-mode.com/in-the-media/c0cuf99msarh0r8hysr7zx3oqo0ca6 monthly 0.5 2021-08-25 https://images.squarespace-cdn.com/content/v1/61042a4bf6f50e4407fc6f53/1629862423333-7PFOQWYEF2JWU20LWCYH/Mic.png In the Media - Don’t Let Debt Collectors Harass You. 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My team and I are passionate about helping you figure out your path to financial independence…even with all that student loan debt. See where Justin’s been featured In the Media https://www.wealth-mode.com/about daily 0.75 2026-03-19 https://images.squarespace-cdn.com/content/v1/61042a4bf6f50e4407fc6f53/e1eaad3e-ad5b-49df-8549-d108ef104ede/DSC_5492.jpg About - Meet Justin Started Wealth Mode Financial Planning in 2016 out of Logan, Utah. Have since relocated the business to Bountiful, Utah. Certified Financial Planner™ (CFP®), Accredited Financial Counselor (AFC®), and Enrolled Agent Graduated from Utah State University in Family Finance & Personal Financial Planning Happily married to AnnAlyse, and proud father to daughter Faye and baby Freddie Half Japanese (Okinawa - thanks Mom), half red-head (thanks Dad) 15 minutes (seconds?) of fame: getting Instagrammed by Coldplay https://images.squarespace-cdn.com/content/v1/61042a4bf6f50e4407fc6f53/1627667127369-R6P83SPGIN2M2SBLTTHG/Henry%2BDavid%2BThoreau.jpg About - “Wealth is the ability to fully experience life.” — Henry David Thoreau (supposedly) https://www.wealth-mode.com/our-team daily 0.75 2026-03-19 https://images.squarespace-cdn.com/content/v1/61042a4bf6f50e4407fc6f53/1627683263825-H0SMTS3SFLFGBNU10DAQ/XYIS+Client+Badge.png Our Team https://images.squarespace-cdn.com/content/v1/61042a4bf6f50e4407fc6f53/c5a0a5d8-a576-4e22-a44b-9c0002de93eb/Katie+Headshot.jpg Our Team https://images.squarespace-cdn.com/content/v1/61042a4bf6f50e4407fc6f53/2076f1a1-067e-4da4-b09d-9b2ea81a5efa/Justin+Beach.jpg Our Team https://www.wealth-mode.com/faq daily 0.75 2026-03-19 https://images.squarespace-cdn.com/content/v1/61042a4bf6f50e4407fc6f53/1627685674374-5LL3EEY3J17W6YWGAPA9/Discovery+Session+Icon.png FAQ Power Hour Consultation https://images.squarespace-cdn.com/content/v1/61042a4bf6f50e4407fc6f53/af865ffe-2266-40e3-886c-50f87b517099/Student+Loan+Plan+Icon.png FAQ Student Loan Plan https://images.squarespace-cdn.com/content/v1/61042a4bf6f50e4407fc6f53/4c05c0b7-170c-41f2-b750-b21b343a9418/Financial+Plan+Icon.png FAQ Financial Plan https://images.squarespace-cdn.com/content/v1/61042a4bf6f50e4407fc6f53/fc932e3d-d916-42b9-ae1c-c9f713072d19/Ongoing+Services+Icon+2.png FAQ Wealth Mode Planning https://images.squarespace-cdn.com/content/v1/61042a4bf6f50e4407fc6f53/0044e239-d104-4912-8f10-aa6e4155a551/Investment+Management+Icon.png FAQ Investment Management https://images.squarespace-cdn.com/content/v1/61042a4bf6f50e4407fc6f53/371f47f7-ca34-43af-9d84-5279c8767c68/Tax+Return+Preparation+Icon.png FAQ Tax Return Preparation https://images.squarespace-cdn.com/content/v1/61042a4bf6f50e4407fc6f53/408d7d4e-fdcd-434d-b48b-1bf3e194500f/Free+Intro+Call+Icon.png https://www.wealth-mode.com/disclaimer daily 0.75 2021-08-03 https://www.wealth-mode.com/contact daily 0.75 2026-01-01 https://www.wealth-mode.com/movement daily 0.75 2023-09-22 https://images.squarespace-cdn.com/content/v1/61042a4bf6f50e4407fc6f53/1628025099680-NQ2D82WVUZDWD9MP6897/The+Wealth+Mode+Movement+icon+whitespace.png The Wealth Mode Movement - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://www.wealth-mode.com/investing daily 0.75 2023-09-27 https://images.squarespace-cdn.com/content/v1/5ec321c2af33de48734cc929/1607694644871-IC85FNH781UNZSZEGHDR/Aro+Ha_0428.jpg Investment Philosophy https://images.squarespace-cdn.com/content/v1/61042a4bf6f50e4407fc6f53/1628025967542-43EG5HIMLUYQZZTKC2GI/Goals+Based+Betterment.jpeg Investment Philosophy https://images.squarespace-cdn.com/content/v1/61042a4bf6f50e4407fc6f53/1628026140646-WKWLCAK8QP1RRRUTCAU4/Active+vs.+Passive.png Investment Philosophy https://images.squarespace-cdn.com/content/v1/61042a4bf6f50e4407fc6f53/1628026358046-VOG34Z2LFLAFPM5AWVKI/DFA+Global+Cap+Chart.png Investment Philosophy https://images.squarespace-cdn.com/content/v1/61042a4bf6f50e4407fc6f53/1628026570450-PNFTBW4W2QAR5IUGP39F/value-premium-02.png Investment Philosophy https://images.squarespace-cdn.com/content/v1/61042a4bf6f50e4407fc6f53/1628026594096-PNUWK3HITXJKPOBR5OKQ/Tax-Coordinated+Portfolio+2.png Investment Philosophy https://images.squarespace-cdn.com/content/v1/61042a4bf6f50e4407fc6f53/1628026672184-SVEL3EVGI497SXHSB1YZ/Keep+Expenses+Low.png Investment Philosophy https://images.squarespace-cdn.com/content/v1/61042a4bf6f50e4407fc6f53/1628026900375-39CNTZN8O00H6LLOLDM6/XYIS+Client+Badge.png Investment Philosophy - Meet Our Investment Team At Wealth Mode Financial Planning, we believe the investment process and your portfolio should be connected to and driven by the personal goals and values of your financial plan. It should be sophisticated, yet not complicated. We also believe in the power of expertise and providing my clients access to some of the best investment minds in the business. To that point, we have partnered with XY Investment Solutions, LLC (“XYIS”) and gained access to their Investment Committee to construct and continuously review our portfolios. https://www.wealth-mode.com/share-the-wealth daily 0.75 2024-05-16 https://images.squarespace-cdn.com/content/v1/61042a4bf6f50e4407fc6f53/1628028141124-94FFF5V2HITAKJVQ4JPO/unsplash-image-zs-41Br0WhQ.jpg Share the Wealth - First, Make sure you talk to them and get their permission for us to send them a message. https://images.squarespace-cdn.com/content/v1/61042a4bf6f50e4407fc6f53/27cc4528-d2b6-44a5-8526-8d5f42e95bca/Refer+a+Friend.png Share the Wealth - Next, Submit their information using the form below. https://www.wealth-mode.com/services daily 0.75 2025-07-31 https://images.squarespace-cdn.com/content/v1/61042a4bf6f50e4407fc6f53/408d7d4e-fdcd-434d-b48b-1bf3e194500f/Free+Intro+Call+Icon.png https://images.squarespace-cdn.com/content/v1/61042a4bf6f50e4407fc6f53/1693577389778-Q4H8SHGUOON7NINKK7G6/image-asset.jpeg https://images.squarespace-cdn.com/content/v1/61042a4bf6f50e4407fc6f53/1636579003511-5BC9D60LI2ZSSLLWH7Z4/Power+Hour+Icon+%28medium%29.png https://images.squarespace-cdn.com/content/v1/61042a4bf6f50e4407fc6f53/bb21d396-9be2-4cd4-bdca-97f5e9e22a4e/Student+Loan+Plan+Icon.png https://images.squarespace-cdn.com/content/v1/61042a4bf6f50e4407fc6f53/4c05c0b7-170c-41f2-b750-b21b343a9418/Financial+Plan+Icon.png https://images.squarespace-cdn.com/content/v1/61042a4bf6f50e4407fc6f53/fc932e3d-d916-42b9-ae1c-c9f713072d19/Wealth+Mode+Planning+Icon.png https://images.squarespace-cdn.com/content/v1/61042a4bf6f50e4407fc6f53/0044e239-d104-4912-8f10-aa6e4155a551/Investment+Management+Icon.png https://images.squarespace-cdn.com/content/v1/61042a4bf6f50e4407fc6f53/371f47f7-ca34-43af-9d84-5279c8767c68/Tax+Return+Preparation+Icon.png https://images.squarespace-cdn.com/content/v1/61042a4bf6f50e4407fc6f53/408d7d4e-fdcd-434d-b48b-1bf3e194500f/Free+Intro+Call+Icon.png https://www.wealth-mode.com/services/power-hour daily 0.75 2025-08-22 https://images.squarespace-cdn.com/content/v1/61042a4bf6f50e4407fc6f53/1628110821315-5NS8KDDH4EQ6MTFBWB7U/unsplash-image-pElSkGRA2NU.jpg Power Hour Consultation https://images.squarespace-cdn.com/content/v1/61042a4bf6f50e4407fc6f53/1628110844100-4PICN4GICDW8UKTSAFJK/unsplash-image-pElSkGRA2NU.jpg Power Hour Consultation https://images.squarespace-cdn.com/content/v1/61042a4bf6f50e4407fc6f53/1628110858002-5ZHI50KZZLDFCB3HMSSK/unsplash-image-pElSkGRA2NU.jpg Power Hour Consultation https://images.squarespace-cdn.com/content/v1/61042a4bf6f50e4407fc6f53/1628110872498-XHDI1DPB6SP4L1JOVAZJ/unsplash-image-pElSkGRA2NU.jpg Power Hour Consultation https://images.squarespace-cdn.com/content/v1/61042a4bf6f50e4407fc6f53/1628207520203-8GCHV14S6LOTC4PYD8I6/Discovery+Session+Icon+%28small%29.png Power Hour Consultation - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/61042a4bf6f50e4407fc6f53/1628207810127-35ZDGN0ZJIXKDXNW4A6V/Financial+Profile.png Power Hour Consultation https://images.squarespace-cdn.com/content/v1/61042a4bf6f50e4407fc6f53/1628208082007-QIQALYEBBDK3FV9X9K5J/Discovery+Session+snapshot.png Power Hour Consultation https://images.squarespace-cdn.com/content/v1/61042a4bf6f50e4407fc6f53/1628689095080-6TBAM6WOT119GHIE1238/Discovery+Session+Summary+Report.png Power Hour Consultation https://images.squarespace-cdn.com/content/v1/61042a4bf6f50e4407fc6f53/408d7d4e-fdcd-434d-b48b-1bf3e194500f/Free+Intro+Call+Icon.png https://www.wealth-mode.com/services/student-loan-plan daily 0.75 2025-05-22 https://images.squarespace-cdn.com/content/v1/61042a4bf6f50e4407fc6f53/1628113210424-FEHRG20W2LENKHGNZ1KP/Student+Loan+Timeline+%26+Payment+Options.png Student Loan Plan https://images.squarespace-cdn.com/content/v1/61042a4bf6f50e4407fc6f53/1628113230970-EGMZOHZ4O5CKM8GU26DJ/PSLF+Matched+Months.png Student Loan Plan https://images.squarespace-cdn.com/content/v1/61042a4bf6f50e4407fc6f53/1627875376003-7DM74FVZ9T7AVEML8X8P/IDR+Screenshot.png Student Loan Plan https://images.squarespace-cdn.com/content/v1/61042a4bf6f50e4407fc6f53/1628113299772-JHHT8X2CE9B4UMSVUX3M/MFJ+vs+MFS+Analysis.png Student Loan Plan https://images.squarespace-cdn.com/content/v1/61042a4bf6f50e4407fc6f53/1702592073921-NC49N5Q532BHMU40FERO/image-asset.jpeg Student Loan Plan https://images.squarespace-cdn.com/content/v1/61042a4bf6f50e4407fc6f53/b2c9b0db-ba62-4fdc-a887-e20b02ac5dfe/Student+Loan+Plan+Icon+%28small%29.png Student Loan Plan - Student Loan Plan https://images.squarespace-cdn.com/content/v1/61042a4bf6f50e4407fc6f53/1628689384499-EWPMBXSXHKBGHB6V6HVJ/unsplash-image-jJFrkJP_-RA.jpg Student Loan Plan - Stop hoping you’re doing the right thing with your student loans - know for sure! Save thousands of dollars over time by getting a Student Loan Plan you can be confident in. https://images.squarespace-cdn.com/content/v1/61042a4bf6f50e4407fc6f53/1628112785831-MU998YNAKE70QBX8SXP8/unsplash-image-OApHds2yEGQ.jpg Student Loan Plan - What if you want more services after completing a Student Loan Plan? A Student Loan Plan could also lead you to be interested in getting advice for more areas of your finances, via our other services like a Financial Plan or Ongoing Advice. If you choose to upgrade to one of those services within 90 days, your Student Loan Plan fee will be credited toward the cost of a Financial Plan or Ongoing Planning. Even if a Student Loan Plan ends up being all you need, you will have the confidence of knowing you will follow the path that will be best for you regarding your student loans, and likely save a lot of money over time. https://images.squarespace-cdn.com/content/v1/61042a4bf6f50e4407fc6f53/408d7d4e-fdcd-434d-b48b-1bf3e194500f/Free+Intro+Call+Icon.png https://www.wealth-mode.com/services/financial-plan daily 0.75 2025-08-22 https://images.squarespace-cdn.com/content/v1/5ec321c2af33de48734cc929/1618497259178-6XJGK9GR6YAVBQL5L519/20140301_Trade-151_012-2.jpg Financial Plan https://images.squarespace-cdn.com/content/v1/5ec321c2af33de48734cc929/1607694583486-2PQT0LQ193RL7MCB6DX4/20140228_Trade+151_0046.jpg Financial Plan https://images.squarespace-cdn.com/content/v1/5ec321c2af33de48734cc929/1607694644871-IC85FNH781UNZSZEGHDR/Aro+Ha_0428.jpg Financial Plan https://images.squarespace-cdn.com/content/v1/5ec321c2af33de48734cc929/1589847767761-J2M1HI20BXRQ9XCR0HUD/Large+JPG-Aro+Ha_0387.jpg Financial Plan https://images.squarespace-cdn.com/content/v1/61042a4bf6f50e4407fc6f53/1628191437240-CHKJ7GN4XNK3PB215YX8/unsplash-image-1VqHRwxcCCw.jpg Financial Plan https://images.squarespace-cdn.com/content/v1/61042a4bf6f50e4407fc6f53/1628191467699-NI8VRMNDJZRHS426ITIP/unsplash-image-4Oxf-RpTnvY.jpg Financial Plan https://images.squarespace-cdn.com/content/v1/61042a4bf6f50e4407fc6f53/1628191493058-YWLZ6G6YP62TI5PROF1Q/unsplash-image-zNHOIzjJiyA.jpg Financial Plan https://images.squarespace-cdn.com/content/v1/61042a4bf6f50e4407fc6f53/1628191524461-9C0NOGNWFI0T1LYMYIZF/unsplash-image-E4USFFAc_9A.jpg Financial Plan https://images.squarespace-cdn.com/content/v1/61042a4bf6f50e4407fc6f53/1633756578604-6IPVCZC7QBZ64ZDEMD0F/Financial+Plan+Icon+%28small%29.png Financial Plan - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/61042a4bf6f50e4407fc6f53/1627876954511-E3BAL4917AGOHPOZ8945/The+Wealth+Mode+Process+vertical.png Financial Plan - $1,500 - $7,500 Quoted in advance based on projected time and complexity Designed to be affordable and appropriate for your needs and situation (see pricing examples below) Option #1: 50% in advance, 50% at completion of plan (2-3 months later) Option #2 (for plans $1,000+): pay $500 upfront, and remainder over 2-4 monthly installments To build your financial plan, we’ll use The WEALTH MODE Process, a collaborative series of 4-5 meetings across 2-3 months. See the graphic for an example of how we progress through multiple topics to create a comprehensive set of financial guidance for you. https://www.wealth-mode.com/services/wealth-mode-planning daily 0.75 2025-07-31 https://images.squarespace-cdn.com/content/v1/61042a4bf6f50e4407fc6f53/1628193376757-C7ONPYVXXVN7XJB3R0VK/unsplash-image-E4USFFAc_9A.jpg Wealth Mode Planning Ongoing Services https://images.squarespace-cdn.com/content/v1/61042a4bf6f50e4407fc6f53/1628193404145-FCR15693RX3P9C1J6U7V/unsplash-image-zNHOIzjJiyA.jpg Wealth Mode Planning Ongoing Services https://images.squarespace-cdn.com/content/v1/61042a4bf6f50e4407fc6f53/1628193429810-9RII6VOAOH2HU8ZX291A/unsplash-image-1VqHRwxcCCw.jpg Wealth Mode Planning Ongoing Services https://images.squarespace-cdn.com/content/v1/61042a4bf6f50e4407fc6f53/1747773479414-KHPW5VDY8CIWMIN26UVJ/unsplash-image-Wr3comVZJxU.jpg Wealth Mode Planning Ongoing Services https://images.squarespace-cdn.com/content/v1/61042a4bf6f50e4407fc6f53/1633756587177-XULNRA8CMXSP01LZ09L5/Ongoing+Services+Icon+%28small%29.png Wealth Mode Planning Ongoing Services - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/61042a4bf6f50e4407fc6f53/1628192348944-MFLYJSBKS212CYX6ELAM/unsplash-image-unRkg2jH1j0.jpg Wealth Mode Planning Ongoing Services - Start with a Financial Plan. Before starting ongoing financial planning services, you must first complete a Financial Plan service. A Financial Plan service is sometimes performed as a One-Time Financial Plan, where a client does not intend to continue working with us on an ongoing basis. If you commit to ongoing services in advance, your Financial Plan will be an Upfront Financial plan that will be discounted about 10-20% off your quoted amount compared to a One-Time Financial Plan. This is to create an incentive to commit to Ongoing Services from the beginning, and also because a One-Time Financial Plan takes more work for us: when a client is not planning on working with us, we document and record much more commentary into your final plan deliverables so that you have extra material to refer to in the future based on the advice we gave you. After we finish the the Financial Plan meetings, you’ll start your monthly billing for Wealth Mode Planning ongoing services. https://images.squarespace-cdn.com/content/v1/61042a4bf6f50e4407fc6f53/a7ea881d-da59-414f-aca0-2943246b31de/Semi-annual+meetings.png Wealth Mode Planning Ongoing Services - Semi-annual meetings. Every year we will hold two main Semi-annual meetings to make sure that we are proactive about your situation and handle important life decisions as they arise. We’ll check on the progress on any financial to-do items we’ve assigned to you, and you’ll update us on changes in your life, job, or goals. https://images.squarespace-cdn.com/content/v1/61042a4bf6f50e4407fc6f53/236637a5-d90b-4b47-aecf-608d6d76bb6a/RightCapital+mobile+app.png Wealth Mode Planning Ongoing Services - Task Reminders. In today’s busy world, it’s too easy to procrastinate. And sometimes, that extends to your finances. By using the RightCapital mobile app, you’ll get push notification reminders about important financial Tasks that we assign you based on our meetings and email conversations. https://images.squarespace-cdn.com/content/v1/61042a4bf6f50e4407fc6f53/42c43da0-7bfc-4a34-8264-4e50122f499e/Email+and+Text.png Wealth Mode Planning Ongoing Services - Unlimited email and text support. Message us any time if you need help or clarification on tasks you’ve been given, or if you have a question come up. We’ll often respond back to your questions or inquiries with personalized video messages to be as clear and detailed as possible. https://images.squarespace-cdn.com/content/v1/61042a4bf6f50e4407fc6f53/33e18e7f-680c-404c-9d95-5ad343002d2f/Schedule+Service+Call+in+Calendly.png Wealth Mode Planning Ongoing Services - Self-schedule service calls as needed. Sometimes, it’s better to converse about an important topic rather than communicate over an email or text chain. Service Calls are extra “mini check-ins” in between your two main semi-annual meetings. You can self-schedule them straight from the Clients page of our website. https://images.squarespace-cdn.com/content/v1/61042a4bf6f50e4407fc6f53/d9af028a-3639-4e69-aef2-ab3ab9aa460c/Service+Item+Snapshots.png Wealth Mode Planning Ongoing Services - Additional service touch points. Most people tend to underestimate how much work goes into maintaining and monitoring a financial plan. Based on your situation, there will be other touch points we will provide support or updated advice on each year: Annual net worth check reports 401(k) and investment account rebalance or allocation instructions Student loan IDR recertification Employee benefits open enrollment window End-of-year tax planning https://images.squarespace-cdn.com/content/v1/61042a4bf6f50e4407fc6f53/408d7d4e-fdcd-434d-b48b-1bf3e194500f/Free+Intro+Call+Icon.png https://www.wealth-mode.com/services/investment-management daily 0.75 2023-09-15 https://images.squarespace-cdn.com/content/v1/61042a4bf6f50e4407fc6f53/1627711272983-PYP772034SAUCP1MLNOR/Investment+Management+Icon+%28small%29.png Investment Management - Make it stand out Whatever it is, the way you tell your story online can make all the difference. https://images.squarespace-cdn.com/content/v1/61042a4bf6f50e4407fc6f53/20a75008-7b6e-4993-8672-a98f00927847/Betterment%2BWealth+Mode.png Investment Management - Introducing automated investing with Betterment. We use Betterment to manage your investments. Betterment is a new-age automated investing platform - sometimes known as a “robo-advisor” system. What does that mean? All you have to do is open an investment account, pick an allocation strategy, and then set up deposits. It feels the same as putting money in a bank account. The computers will do all the work of taking that money and automatically buying/selling the investments needed to keep your portfolio balanced and diversified! https://images.squarespace-cdn.com/content/v1/61042a4bf6f50e4407fc6f53/1628192348944-MFLYJSBKS212CYX6ELAM/unsplash-image-unRkg2jH1j0.jpg Investment Management - Professionally-managed investments at low-cost. At 0.25% of AUM (“assets under management”, meaning the money in investment accounts held there), the cost of our investment management services much lower than the industry-wide standard of 1.00 - 1.50% of AUM! This 0.25% is the same cost you would pay at Betterment if you used their platform on your own. But with us as your assigned advisor, you also get access to custom built-portfolio design. https://images.squarespace-cdn.com/content/v1/61042a4bf6f50e4407fc6f53/bcd83923-d3b8-4d2d-977d-86abfb66fc9c/Betterment-tax-loss-harvesting-lemonade.jpeg Investment Management - A host of benefits. Using this includes automatic dividend reinvesting, portfolio rebalancing, and even Tax Loss Harvesting+ and asset location for tax-efficient investing. Click image to learn more on Betterment’s website. https://images.squarespace-cdn.com/content/v1/61042a4bf6f50e4407fc6f53/120aafc5-5bed-45c4-ab35-3ac787015f53/Betterment-goals-based-planning-framework.png Investment Management - Goals-based approach. Highly visual, engaging, and goals-oriented, Betterment’s platform connects investing to your life and dreams rather than making investing all about the numbers, spreadsheets, and tables. Click image to learn more on Betterment’s website. https://images.squarespace-cdn.com/content/v1/61042a4bf6f50e4407fc6f53/1628026900375-39CNTZN8O00H6LLOLDM6/XYIS+Client+Badge.png Investment Management - Evidence-based custom portfolio design. We’ve partnered with XY Investment Solutions, a professional team of investment analysts who provide academically researched portfolios for us to follow so that your money can be invested optimally. 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