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A new training program—for your money!


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You know the importance of keeping physically fit, but boutique fitness classes and $9 juices can take a toll on your bank account.

LearnVest Planning Action Program can help you whip your finances into shape. Because financial fitness is every bit as important as physical fitness, shouldn’t you feel as amazing about your money as you do about your health? Start by creating a free account.

130426-160x600bannerads-32LearnVest Planning has three different programs tailored to your needs:

The Budget Starter (think couch to 5-K) will get you working 1-on-1 with an expert to build new spending habits (and break some old ones) to create a sustainable budget that fits your lifestyle.

The 5-Year Planner (think marathon training) helps you declare what you wantfreedom from debt, security for your family, or an amazing tripand go for it. Your expert will build you a custom plan to help you get there.

The Portfolio Builder (think Iron Woman) will get you training for the world’s hardest game: investing. Learn how to be a disciplined and balanced with your portfolio.

You’ll be paired with your very own Certified Financial Planner™ (think a personal trainer for your money). There’s a one-time set-up fee that pays for 2 working sessions with your planner and the delivery of a personalized financial plan.

The program also comes with and ongoing monthly support from your expert that costs less than one spinning class at SoulCycle*. We all know that changing habits is tricky—whether it’s getting to gym or giving up your pricey shoe addiction—that’s why LearnVest Planning Action Program is structured to actually help you change old financial behaviors and start developing new, better ones.

Ready to take action? Start with a free financial consultation and see which program is right for you.

* LearnVest Planning Action Program ongoing monthly support is $19 per month. A single Soul Cycle class cost $34 as of 06/14/2013.

LearnVest Planning Services is a registered investment adviser. The opinions expressed in this article are that of LearnVest Planning Services, a registered investment adviser. The advice provided may not be suitable for your individual situation and you should discuss your situation with a financial professional.