THE WORLD IS OFFICIALLY
You designed your ideal life and we showed you the way - that trip to Bali next year, check, paying down your debt, check, automating your savings, check, and yes you’re on track for retirement too, check.row So let’s get started.
During the Stash Plan® process, we learned all about you and designed a plan to get you from where you're at to where you want to be - a completely customized financial roadmap. Now, we are going to bring that plan to life and hold you accountable to the lifestyle you've designed for yourself - year after year. We showed you:
Coupled with the support of our team of experts, you now have access to the resources needed to get on track and stay on track. A service traditionally only available to the wealthy, Stash has thrown that model out the window and has made hands on financial advice and guidance accessible to our generation.
With your financial life completely automated, you're free to get back to your life. We manage the execution of your Stash Plan® and are available to answer any questions that come up throughout the year. We will check in on you from time to time and give you a heads-up if there's anything you need to be thinking about. Each year, we'll touch base on the big picture and recalibrate your Stash Plan® as needed.
ANNUAL STASH PLAN® UPDATE
MONEY QUESTIONS ANSWERED
*To make this service available to clients with less than $50k, we made the fee structure like your monthly gym membership. Asset level will be evaluated each year on November 30th to determine billing schedule for the following year. Once, asset level exceeds $50k, you graduate to our Assets Under Management (AUM) program. **Annual Stash Management™ fee may be tax deductible
Let's bring your plan to life!
Your financial life is more than just investing for the goals in your plan. We help with all things money.
Know a fellow H.E.N.R.Y™ who could benefit from our financial ninja skills?
H.E.N.R.Y.s™ around the country are getting their financial sh*t together. Stash is in 31 states and counting...help us grow.