Comment by workworkwork71

25 days ago

Working on personalized financial planning & investing for retail investors: https://fulfilledwealth.co

We're a SEC Registered Investment Advisor that combines financial planning with institutional style investment portfolios that are designed to achieve financial goals.

Highlights:

- Full money management platform at the core - expenses, budgeting, tracking across all your accounts. But instead of stopping there, we actually provide wealth building & financial planning tools.

- We model our investment portfolios using forward-looking institutional research at the asset class level and then recommend it to users as public ETFs that track the underlying index. This is extremely low cost for the client and allows us to model & manage custom portfolios unique to each goal that is created.

- No transfers needed, everything is GUIDED through your existing accounts via secure sync. We literally show you what to buy, when to buy it, how much, and (eventually) where to do it in your own brokerage/bank accounts. You stay in control, we just tell you the exact steps.

What's next:

- Building out "financial playbooks" next. Think step-by-step guided modules that walk you through achieving specific goals (building an emergency fund, buying a house, retirement planning, etc) with the investment strategy baked directly into it where appropriate. The idea is to combine the actual tactical planning actions (what accounts to open, important action dates, tax optimization moves) with the investment management, so it's a truly personalized experience.