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Money Talk Part 2 – My Financial Co-Pilot

  • January 24, 2019
  • By naima
Money Talk Part 2 – My Financial Co-Pilot

This post has been sponsored by Wealthfront.  All thoughts and opinions expressed here are entirely my own.

I recently shared a major financial resource of ours, Wealthfront, basically our on the go financial planners. In the last two months, we have been to Germany, Italy, Austria, Bulgaria, and the US, all while test driving their services and keeping our financial house in order. These are the highlights of my time so far with Wealthfront, and the ways in which it has impacted the finances.

How Does It Work?

Wealthfront is extremely user friendly. Everything is well laid out, and each process is intuitive. You begin by identifying your financial goals and priorities. Saving for retirement? Starting a business? Buying a home? Taking your family along on a gap year sabbatical that turns into five years – and counting – on the road? (Do this one!) Received a financial windfall? (Actually, do this one too, ha!) Then, simply sync your bank, savings, and/or investment account to your Wealthfront account, and watch the magic happen. Your financial data will be analyzed and you’ll be able to keep track of your path to meeting your goals and priorities.

I’m also partial to the money guides they periodically send out reminding you of the Wealthfront tools at your disposal. I’ve recently overcome a ‘bury my head in the sand’ approach to money, so it’s nice to have a little reminder to check in and stay on track.

Time is a Valuable Thing

The most valuable lesson I’ve earned, is time. Not once did I need to consider time zone differences when needing to talk to my financial advisor. There’s no need to make room in my schedule to meet with someone because everything I need is at my fingertips. Wealthfront also seamlessly combines my personal financial information with real time relevant data; which in turn saves me time in the future. Did you follow that? They’re helping me figure out the best choice today, saving me headaches tomorrow. That cannot be beat, and future me is so grateful that I’m making smart choices right now.

Bring the Kids

A surprising, but welcome advantage of Wealthfront was that it became a lesson for my kids as well. So much financial strain and hardship can be combatted or lessened with early and lifelong knowledge. When my kids watched me working on Wealthfront – anybody else’s kids always over their shoulder? – they thought it was some kind of new game, and wanted to learn more. They’ve followed along with me the past few months, and it has lead to some incredibly productive and helpful discussions on the why’s and how’s of money. The older two have asked for their own bank accounts, and have been calculating all kinds of possible scenarios for the business they’re dreaming up. (More on that later!)

Wealthfront has laid out a clear path to my financial success. My relationship has also benefitted. Both of us have access to our account, and can stay informed and keep each other accountable. Having the freedom to continue living the life of my dreams while keeping a clear sight of retirement, college, and plain old rainy days, offers a great level of ease.

By naima, January 24, 2019
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Hi, we're the JoyChasers. We travel the world searching for strong connections, kind hearts and adventure. Oh, and gelato, lots and lots of gelato.

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