Inside Look

Introducing Milestones: Achieve Your Goals for Free

Milestones is the latest piece of the puzzle designed to bring context to your investments and confidence that present you is putting enough money aside for future you.

Have you ever asked yourself why you’re investing in the first place?

The easy answer is “to make money.” But once you’re swimming in the dough, what are you going to do with it all?

Maybe you’re investing for retirement or to travel the world. Maybe you want to put your money to use earlier, such as toward a new home or new wardrobe.

Money becomes much more fulfilling when it has meaning.

Free Financial Planning

Today, we’re excited to announce the launch of Milestones: WiseBanyan’s free financial planning service. Simply tell us what financial achievements you want (and by when), and we’ll be there to guide you every step of the way. Once your new milestones are up and running, we’ll continue to monitor, rebalance, and automate your deposits, so you can live confidently in the present knowing you’re going to love your future.

We’re launching with four milestone categories: Rainy Day, Retirement, Custom, and Build Wealth. Rainy Day and Retirement help you focus on financial security, while Build Wealth and Custom provide flexibility. We’ll also soon release new categories for added personalization.

Since we opened our (virtual) doors, we’ve focused on empowering our clients through minimizing fees and having no account minimums. Milestones is the latest piece of the puzzle designed to bring context to your investments and confidence that present you is putting enough money aside for future you.

Let Us Know What You Think

We built Milestones because our clients said they wanted financial planning. As it continues to evolve with new features, categories, and enhancements, please don’t hesitate to send us your requests and recommendations – your input will only make your experience better!

Give Milestones A Whirl

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Aliza Kellerman Aliza Kellerman is the Manager of Content Strategy at WiseBanyan. When she's not writing about the life and times of the IRA, she's hanging out with her pug.