This 4-step investor quick start guide includes everything you need to get your money growing! Maggie will walk you through identifying the cash you need, how to begin, account options, and where to start your first investment!
About Maggie Gomez, Certified Financial Planner, and Finacial Tip Resource
Maggie is a Certified Financial Planner who’s worked for Charles Schwab, Morgan Stanley, and E*Trade. After realizing only wealthy individuals had access to quality financial advice she left to create her own company, “Money with Maggie,” where you can receive help regardless of your net worth. She’s created over 90 finance and investing videos on her YouTube channel, offers 1:1 sessions, and has a course to help beginners get invested with confidence. Her goal is to make it easier for people to start investing sooner and this investor quick start guide does just that!
4 Steps to Investing – Quick Start Guide
ONE
Set your Budget
TWO
Choose your account type
THREE
Open your account
FOUR
Select your investments
More Financial Tips from Maggie within the MHG Platform!
Ready for more than this investor quick start guide? Go to the next level with Maggie on her Financial Foundations and Investing Page!
This financial foundations for investing workbook is a great place to organize your finances, create a budget, create a debt payoff plan, track your net worth, set your goals, find helpful calculators, and more! If you’re feeling scattered with your financial life, wanting to direct more towards investing or other goals, then this will help you get there. Check out the video and interactive workbook here!
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