How do I get started?

Send an email to KickstartMyWealth and what services you need.

What happens to my money?

You determine what happens to your money.  First, do you have an emergency fund?  Do you have a foundation of ETFs?  Do you want to invest in stocks?  Are you diversified?  We can discuss a few options (money market, ETFs, stocks) based your age and risk tolerance.  You're in control and you make the decisions. 

What investments will you put me in?

KickstartMyWealth is unique because we don't cookie cutter your investments nor require you to sell everything.  You control your money and investments.  You decide where you want to invest.  We provide guidance and a second opinion. 

How often should we meet?

As often as you like.  Depending on what you need done, once we setup your structure, we can meet every month for a checkin, every six months to reset trailing stop losses, or whenever you would like.  There's no commitment. 

Can you help me rollover my 401K or retirement accounts?

Yes, assuming there are no hold or restrictions.  It's almost always a good idea to take your retirement plan with you.  But be careful, you will ROLLOVER the account, not a DISTRIBUTION.  A rollover is a like for like account and will not incur taxes.  A distribution will incur taxes if you are under retirement age. 

I have a large chuck of money, invest it all at once and on what stock?

Depending on your timeframe, dollar cost averaging works.  Setup automatic withdraws every month.  

Before you invest your full ($50,000 in Moderna, for example), make sure you're diversified.  No stock should be more than 5% of your portfolio and no one stock should be able to make you bankrupt. 

Wait for stock to drop or get in now?

Buy a little now to get in, it could go higher tomorrow.

Every stock goes down.  Buy a little today.  Buy more when it goes down (with limit orders).  Schedule time to find out how to do this. 

This stock keep dropping, keep buying it?

"Never catch a falling knife" and losers become losers are two sayings.  If the company is something you believe in, dollar cost average and buy more as it drops.  

However, could this money have been better spent in the indexes?  

Cut your losses short and let your winners run?

This is our #1 philosophy at KickstartMyWealth.  

Let's set trails to minimize losses.

Let's let your winners go as high as possible.