The Budgetnista Presents

Money Match with Wealthramp

Need a Financial Advisor? You're in the Right Place!

Match, Meet and Manage Your Money… with help.

Money Match is our new offering that helps women like you, find the right team members to help manage your money. No more relying on friends, family or social media hoping to find recommendations you can trust.

With Money Match we remove the uncertainty, worry about trustworthiness and compatibility and do the vetting for you.

Personalized Matches. Confidentiality. Certified Experts.

See who you and your money match with, for free.
Use our go-to financial advisor matching tool, Wealthramp and get started in 2min or less!

What is Wealthramp, and how they can help you?

Wealthramp takes the stress out of finding the right advisor by matching you with established, fee-only financial advisors that fit your priorities and preferences.

At no cost to you, Wealthramp will recommend up to 3 advisors that meet your needs – all vetted by founder Pam Krueger from MoneyTrack on PBS.

Like Tiffany, Pam’s a financial educator and tireless advocate for you, your money and financial future. And she does things differently than other advisor matching sites.
 

LISTEN to Tiffany and Pam Talk about why they've teamed up

CONNECT WITH A TRUSTED ADVISOR 

AND START GROWING YOUR WEALTH

STEP

1

Take the 2 min Wealthramp Survey & Get Your Matches.

STEP

2

Schedule A FREE Call With One or More of Your Matches.
Don’t forget to share your completed Financial Life worksheet before the call.

STEP

3

Check Your Email.
Wealthramp will email you additional resources.

** Life happens, and circumstances may prevent you from attending your scheduled call. If you’re unable to make it, please let your advisor know ASAP to reschedule.**


WAIT!! BEFORE YOU LEAVE
Download your free resources: 10 Questions to Ask A Financial Advisor and Your Financial Life Worksheet

You are being referred to Wealthramp by The Budgetnista. The Budgetnista may receive compensation from  Wealthramp if you enter into an advisory relationship. You will never be charged any referral fee or incur any  additional costs for being referred to Wealthramp by The Budgetnista.

MORE ABOUT WEALTHRAMP, AND HOW THEY CAN HELP YOU

YOUR PRIVACY:

Wealthramp protects your data and respects your personal privacy. You won’t be emailed or called by any of the advisors Wealthramp recommends unless you specifically request to be contacted.

WHAT ABOUT FEES?:

Every advisor in the Wealthramp network is fee-only, which means they don’t earn commissions on investments they recommend. Their pricing models are based on advice, not sales. Fee structures are independently benchmarked and completely transparent.

WAYS TO PAY:

Financial advisors offer a variety of different fee arrangements based on your needs and the complexity of your situation. Generally, fees tied to assets under management (AUM) are calculated at 1% (or less) of managed assets, and include both wealth management and holistic financial planning. Flat fees or retainers, including coaching with no investment management, start at $75-$250 per month, and may be billed monthly, quarterly or annually. Hourly rates for project-based engagements typically range from $250 to $500 per hour.

TRUSTED EXPERTS:

All Wealthramp advisors meet the definition of “fiduciary,” which means they’re legally obligated to put your financial interests first. It’s shocking that <3% of people who call themselves “financial advisors” actually meet this definition!

Wealthramp identifies them, and then rigorously vets them so you can have confidence you’re meeting an advisor with the right expertise and ethics.

Investing Disclosure: The investment information provided on this page is for informational and general educational purposes only and should not be construed as investment or financial advice. Budgetnista does not offer advisory or brokerage services, nor does it provide individualized recommendations or personalized investment advice. Investment decisions should be based on an evaluation of your own personal financial situation, needs, risk tolerance and investment objectives. Investing involves risk including the potential loss of principal.

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