WeVest Financial Planning

No one is going to do it for you, but you can easily take care of your future. If you download right now, you'll be on your way in 10 minutes.

Do you want to:

Get richer?
Be more secure about the future?
Pay off debt quickly?
Lower the cost of debt?
Crush your student loans?
Know you be comfortable when you stop working?

Of course you do. All of this starts with a first step. WeVest is here to help you take that first step, and the next one. Download the app right now and get started today for free!

With WeVest you can:

1) Determine your Net Worth
2) Set savings goals for Retirement, College, Investments, Emergency Savings
3) Determine the best way to pay off Debt and how long it will take
4) Plan for Retirement
5) Follow a plan designed to optimize growth of your Net Worth without overcommiting to one goal or another
6) Customize the plan to what works best for you
7) Test different scenarios to determine your path
8) Compare yourself to people with a similar lifestyle to see how you are doing
9) Track and forecast your progress over time in:

Savings
Retirement Accounts (401k, IRA)
College Savings (529)
Investment Accounts
House
Mortgages
Investment Properties
Credit Cards
Student Loans

10) See when you'll achieve financial milestones
11) Project your Net Worth into the future using your specific information and plan

WeVest uses real, powerful, financial planning tools that you can use, not some flimsy calculator that gives generic answers. WeVest takes into account your:

Age
Income
Estimated Tax Rate (whether filing Single or Married)
Historical Ranges of Investment Returns
Account Balances
Minimum Payments
Specific Savings Goals
Interest Rates on Savings Accounts, Credit Cards, Mortgages, Loans
Matching and Limits in your Retirement Account
Expected Social Security Benefit
Inflation
Net Income on Investment Properties

WeVest looks into the future, seeing when you will pay off your mortgage, or get out of debt, or reach a savings target, and reallocates those payments to give you a clear picture of what tomorrow holds. Every time you update something, whether to test a scenario, or to update your current picture, WeVest recalculates everything and re-projects.

We do not ask for your bank information, Social Security #, address, or other identifying personal information. We use 256-bit encryption to protect your information. We do not share your personal information with anyone.

Have you every wondered: How am I doing? What should I do next? Or what will happen if I do X, Y, or Z? If so, get started right now - download WeVest and we're here to help you on your way.