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Money EDU
About Us
About Us

We manage your financial life for you

Easy to Save |  Manage Debt  | 
Invest  |  Loans  |  Insurance
Ask Your Money Questions - For FREE
Our network of expert advisors are standing by.
Get a Personal Money Advisor - Free up to $5,000
Let us manage your financial life so you don't have to.
Member Rewards
Get paid for being smart with your money.

Money doesn't come with instructions

So we make it as easy as 1, 2, 3

1. Tell Us a Little About Yourself

We'll prioritize and recommend the smartest way to move you forward. It takes less than a minute.

Age? Married? Kids?
Student? Self-Employed?
Where are you starting from?
  • Student loans?
  • Credit card debt?
  • Investments?
Your Whole Financial Life
MANAGE YOUR DEBT

We'll create the best debt management plan for you and continually look for refinancing opportunities.

Link Debt Accounts
Receive your Debt Plan
We keep you on track & out of debt

INVEST FOR GOALS

Share your goals. We'll get you there. Sophisticated portfolio management with no minimums.

OUR INVESTMENT PARTNERS

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401K & RETIREMENT

Help get you where you need to go for retirement. Sophisticated management of your retirement accounts.

WE MANAGE
401(k)
403(b)
IRA
Roth IRA
SEP

PROTECT: INSURANCE & WILL

Understand what you should have & why. Have providers compete for your business.

Term Life
Insurance
Refinance
Disability
Insurance Loans
Will &
Estate Docs

SELECT MARKETPLACE PARTNERS

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CREDIT SCORE & MONITORING

Your score determines what you pay on loans & insurance and can even keep you from getting a job. Stay on top of it.

Get Credit Score
Monitor and Improve it

OUR PARTNER

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LOANS

We've built a network of top lenders to compete for your business.

Personal
Loans
Refinance
Student Loans
Mortgage

SELECT MARKETPLACE PARTNERS

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SPENDING & AUTOMATED SAVING

We'll save you money without having to think.

Link
Accounts
Track & categorize spending
We recommend ways to save

2. Get a Personalized Money Plan & Put Us to Work for You

  
Advisors & Specialists to call

Execute your financial plan without thinking about it
Free up to $5,000 invested

 Save
 Get Out of Debt
 Build an Emergency Fund
 Invest for Retirement & Goals
 Protect
 Have a Better Future

3. Get Rewards
& Member Benefits

Reinforcing positive financial habits is important to us!

 We match your contributions
 We award random member bonuses
 Member events, classes & giveaways
AppPhone

64% of Americans don’t have $1,000 saved for an emergency. 45% have nothing saved for retirement.

80% of the country has some kind of debt. Advisors who can’t help people with debt is like a doctor who only sees healthy patients.

Money is the leading cause of stress in relationships.

The personal savings rate has been on the decline for the past 30 years. People are now saving less than half of what they were in the 1970s and 1980s.

Half of Americans think they're not wealthy enough for advice - we disagree.

We Reinvented the Financial Advisor

Our only goal is to help you get ahead.
No minimum and we're free until you have $5,000 saved.
Total Assets Invested with Invest Forward
$5,000
$0
DRAG & ADJUST
Traditional Fee Only Advisor
/ MO
Invest Forward Fee
/ MO
Saving on fees over 20 years

A little saved today makes a big difference tomorrow. Get started.

$3.50 / day
We'll help you find small amounts and help them grow over time
$231,000
IN 30 YEARS
$774,000
IN 40 YEARS
*INVESTED AT 10%
Compound interest is the eighth wonder of the world. He who understands it, earns it ... he who doesn't ... pays it.
- Albert Einstein

What are you waiting for?

The sooner you start, the better your future
An advisor for all your questions

Text, email or call any time. Our advisors and network of experts are standing by.

No financial experience needed

We take the intimidation out of getting started. Jump in - we'll meet you where you are. Your future will thank you.

You deserve it

We believe that everyone deserves access to high quality financial management.

Better results

You don't work on your own car. Why not have a professional manage your financial life? We lowered minimums so now you can.

Have a money question?
Ask our expert advisors for free!

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Data and Custody Provided By

Folio FAQ

Invest Forward, Inc. is an SEC registered investment advisor. Investing of any kind involves risk and may result in loss. Past performance does not guarantee future results. Any historical returns, expected returns, or probability projections may not reflect actual future performance. Securities in your account are protected up to $500,000. Securities products are not FDIC insured, are not bank guaranteed and may lose value. By using this website, you accept our  Terms of Use and Privacy Policy.Clearing and custodial services are provided by FOLIOfn Investments, Inc., an unaffiliated SEC registered broker-dealer and member FINRA/SIPC.

Clearing and custodial services are provided by FOLIOfn Investments, Inc., an unaffiliated SEC registered broker-dealer and member FINRA/SIPC.