The 12 Days of LearnVest: Be a Whole New Financial You!

The 12 Days of LearnVest: Be a Whole New Financial You!

12 days of learnvestAre you ready?!

There's nothing like the holidays to act as a financial wake-up call. After all, it can be a month spent shopping, traveling and spending like mad—almost as if the happiness of everyone you loved depended on it.

Oh, wait.

But that was then, and the New Year can be a whole new beginning, for you and your money. So let's sit back and reflect a minute. Ask yourself ...


Get started with a free financial assessment.

What good money habit would you most like to adopt this year? What bad one would you desperately like to leave in 2013?

What are you saving for right now, and how long will it take you to get there? What would you like your money life to look like five years from now? How about when you're 65?

Do you know where all of your money went in December? And do you know where it goes every month?

Well, we're LearnVest, and we're here to help you, with all of the above.

That's why we're launching the first-ever 12 Days of LearnVest to help you get on track with every aspect of your financial life.

In the next 12 days, we'll help you focus on one key aspect of your money each day. You'll learn about setting goals, make your own personal financial resolution and crunch three big numbers you need to know. (No, not your credit score.)

On top of that, you’ll get exclusive excerpts from C.E.O. Alexa von Tobel’s new book, "Financially Fearless: The LearnVest Program for Taking Control of Your Money*," where she shares her secrets. And get inspired by other LearnVesters who are reaching their goals—from saving up $30,000 in a year to paying down $90,000 of debt.

Don't forget: You already have access to LearnVest tools—including our brand-new iPad app—that will help you get organized. If you haven’t already, before we begin, take these three steps:

1. Link Your Accounts in the Money Center. We can't help you until you know exactly how much is coming in and going out, and you can’t do that until all your accounts are in one place—that means checking, savings, credit cards, loans, your 401(k) ... all of it. Better yet, this process is free and fun: Set up colored folders to categorize your transactions and keep track of exactly what you’re spending and saving.

2. Download our new iPad app. Our new free app is all you need to get organized. In fact, we'll share exactly how other LearnVesters use it to keep track of their money. We can already tell you that Alexa's a firm believer in the "Money Minute"—a quick 60-second check-in each day that could revolutionize your finances. (And, if you’re a Premium user, you can even see how far you've gotten on the money challenges you’ve been assigned as part of your personalized Action Program.)

3. Start an Action Program of your own. Set up time with one of our experts so you can begin the seven steps toward helping to achieve your financial goals. It’s as easy as one 15-minute call.

See, turning over a new money leaf doesn’t have to be hard. Little steps lead to big changes, and this is just Day One. We'll see you for the other 11!

LearnVest Planning Services is a registered investment adviser and subsidiary of LearnVest, Inc. that provides financial plans for its clients. Information shown is for illustrative purposes only and is not intended as investment advice. Please consult a financial adviser for advice specific to your financial situation. LearnVest Planning Services and any third parties listed in this message are separate and unaffiliated and are not responsible for each other’s products, services or policies.

*By clicking on this link, you will be leaving the LearnVest website and entering the website of an unaffiliated third party. This third party may offer a privacy policy and level of security different from those of LearnVest. LearnVest is not responsible for and does not control, endorse, guarantee or monitor any aspects of the products, services, viewpoints or other content that may be offered or expressed on any third party websites.


Financial planning made simple.

Get your free financial assessment.

Related Tags

Get the latest in your inbox.

Subscription failed!

You're Now Subscribed!