Build a safety net.
Keep three months of expenses in savings.
Find your number →$9,000YOUR 3-MONTH TARGET
MADE FOR VETERANS
Build wealth.
Simply.
A clear plan for your benefits, savings, and future.Build your plan →Free · Takes about one minuteS&P 500 EXAMPLE$1,308,974Based on your numbers
EXPLORE↓
YOUR MONEY. YOUR PLAN.
Every dollar
has a mission.
Invest every month.
Pick an amount that fits. Repeat it.
See what it can become →$1,308,97420-YEAR EXAMPLE
YOUR VETERAN WEALTH PLAN
Start with what you
already have.
Change any number. Your plan and chart update instantly.Your numbers
Your actual monthly VA paymentIncludes dependents or special compensation
$3,939$0$3,000$6,000
YOUR ESTIMATED VALUE$1,308,974
20 YEARS$1,308,974Estimated after 20 years
$1,308,974$654,487$0
Today10 years20 years
Money left after monthly spending$4,739
$
$0 $4,739 maxEstimated growth+$993,974
Keep $3,739 in checking for your monthly cushion and other goals.
DO THIS NEXTInvest $1,000 each month. Keep $3,739 available.
The graph starts new investing after credit-card debt is paid and the emergency fund is ready. Returns are not promised.START TO FINISH · BASED ON YOUR NUMBERS
Do these four things.
1Protect your basics.
Your monthly spending is $3,000.
+
Protect your basics.
Your monthly spending is $3,000.
SIMPLE EXAMPLECover your $3,000 of monthly spending and keep a checking cushion.WHAT TO DO
- ✓ Cover $3,000 of monthly spending
- ✓ Keep a checking-account cushion
- ✓ Avoid high-interest debt
2Emergency fund ready.
Your $9,000 already covers the $9,000 target.
+
Emergency fund ready.
Your $9,000 already covers the $9,000 target.
SIMPLE EXAMPLEYour target changes automatically: $3,000 monthly spending × 3 = $9,000. You have $9,000, so you are fully funded.WHAT TO DO
- ✓ Keep it in a liquid, federally insured HYSA
- ✓ Use it only for real emergencies
- ✓ Refill it after using it
3Open an account and choose a fund.
A brokerage account lets you buy investments.
+
Open an account and choose a fund.
A brokerage account lets you buy investments.
SIMPLE EXAMPLEOpen an individual brokerage account, turn on two-step security, and research a broad low-cost index fund.WHAT TO DO
- ✓ Open the account in your name
- ✓ Turn on two-step security
- ✓ Read the fund fee and details
4Invest what fits.
Your chosen amount is $1,000 a month.
+
Invest what fits.
Your chosen amount is $1,000 a month.
SIMPLE EXAMPLEBased on your calculator, invest $1,000 a month after the earlier steps are complete.WHAT TO DO
- ✓ Keep $3,739 as your current monthly cushion
- ✓ Transfer $1,000 when ready
- ✓ Repeat on the same date next month
FREE STEP-BY-STEP GUIDE