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The Ultimate Guide:
Buying Your First Home
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“Stash Wealth’s mission is to allow millennials to keep their lifestyle while planning for the future.”
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“That’s when Stash Wealth stepped in — and changed my life.”
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Rated 4.9/5 stars, 2024 -
Named top 23 financial advisory firms for millennials.
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“Stash Wealth was created especially for advising high earners who aren’t yet rich.”
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Rated 4.5/5 stars, 2024
You’re new here
Are you a high-achieving 30-something ready to stop winging it with your money?
Book a call with a team member to find out if the Stash Plan is right for you.
STEP 1
The Stash Plan
Your customized roadmap to financial clarity. The only plan six-figure earning 30-somethings need to finally rest easy knowing your money is where it should be.
The Stash Plan is a four-week deep dive into your finances, life, and goals, where we put together a custom plan tailored just for you.
➕ Goals-Based Investment strategy
➕ Automated Savings
➕ Debt Pay-Down Plan
➕ One-on-one Education with a Financial Advisor
➕ Cash-flow analysis
➕ Tax-optimized RSU vesting
➕ Millionaire Status Meter
➕ Defining Your Magic Number
“No judgement, no wrist-slapping, no "no more dinners out for awhile"—just a rock—solid plan to get us on the path to being profitable (and eventually, millionaires). If you're looking for a financial advisor who feels more like your friend—and who just so happens to have all the answers. Stash Wealth is the way to go.”
Creative Director
Toronto, Canada
*Disclosure: Testimonials were given by clients of Stash Wealth. Testimonials are representative of the client's views at the time collected, may not be representative of the experiences of other clients, were given without compensation, and do not provide a guarantee of future performance success or a similar experience or services. All reviews posted to a 3rd party platform can be viewed via Google Reviews