This simple, 3-step game plan in PDF format, is designed to help you take action today — without getting overwhelmed.

This free guide includes:

• Step 1:
  • Set a clear wealth goal
  • What do I want my money to do for me?

• Step 2:
  • Open and fund your brokerage account
    • Fidelity
    • Charles Schwab

    • E*TRADE

• Step 3:
  • Buy your first index fund
  • Why Index Funds?

• Step 4:
  • How much should you invest monthly?
  • How do you balance stocks with other goals like real estate, retirement, or business growth?
    What’s the best strategy for your income, time frame, and risk tolerance?