IT STARTS WITH A DECISION
You will either decide to pursue the journey of wealth, or be one of those who ignores the path.
When you decide to build wealth, the steps are simple. Save a portion of what you earn, get your financial plan, and invest smarter.
You know it’s your responsibility to build your financial future. You owe it to yourself and your family. We can help you get there in a way that is consistent and customized for your goals.
Our mission – we will help you automate your wealth.
HOW IT WORKS
Your Personalized Financial Plan
It starts with identifying your goals and your time horizon. We get to know you by learning more about your history, concerns, and habits.
After completing our financial profile, we will be able to recommend a plan that is right for you. You can always adjust your plan as your objectives change over time.
Your Personalized Financial Plan
It starts with identifying your goals and your time horizon. We get to know you by learning more about your history, concerns, and habits.
After completing our financial profile, we will be able to recommend a plan that is right for you. You can always adjust your plan as your objectives change over time.
Create Your Online Account
The next step is simple, electronic, and quick. Our role is to serve as your fiduciary as you build your investment portfolio.
We will guide you through the process of opening your online investment account with Charles Schwab. There are no account minimums, and your money will be accessible to you at anytime.
Create Your Online Account
The next step is simple, electronic, and quick. Our role is to serve as your fiduciary as you build your investment portfolio.
We will guide you through the process of opening your online investment account with Charles Schwab. There are no account minimums, and your money will be accessible to you at anytime.
Automate Your Investments
Building wealth is a journey that must be made one step at a time. We recommend every pay period making a contribution to your investment account. You will set this up once and it will be automatic. Save First!
Consistency is the key to successful investing and building wealth.
Automate Your Investments
Building wealth is a journey that must be made one step at a time. We recommend every pay period making a contribution to your investment account. You will set this up once and it will be automatic. Save First!
Consistency is the key to successful investing and building wealth.
Smarter Investing
Your account will be invested in a globally diversified portfolio of stock and bond ETFs and will be optimized with the help of Modern Portfolio Theory. Your portfolio will stay on track with diversification and rebalancing.
Smarter Investing
Your account will be invested in a globally diversified portfolio of stock and bond ETFs and will be optimized with the help of Modern Portfolio Theory. Your portfolio will stay on track with diversification and rebalancing.
WHY CHRISILIS
You Plan
Identify your financial goals, risk tolerance, and timeframe. Get started with an investment plan that is right for you.
You Relax
You make the decision to automate your wealth and we’ll handle the rest using cutting-edge automation.
You Keep More
Save tens of thousands of dollars, and thus make more, over the course of your investing lifetime with our competitive fees at just 0.5% annually.
Your Wealth Grows
Contribute each pay period. Invest in a portfolio that is balanced and diversified to help you grow long term wealth.
DON’T BECOME A STATISTIC
START TODAY
Enter your email and get access to our free wealth building mini course.