Finally, investing made clear.

WorthFM is a savings and investment platform designed to guide you step-by-step. Welcome SuperSoul 100 fans! Sign up now and be bumped to the front of our waitlist.

What We Offer

3 Connected Accounts: Savings + Investing + Retirement

Emergency Savings
Savings
Short-Term $

Your first line of defense against life’s surprises.

Emergency Savings
General Investing
Mid-Term $

Our simple investment portfolios let you fund your dreams.

Emergency Savings
Retirement
Long-Term $

Save for your golden years in a Traditional or Roth IRA.

Fees

Completely transparent fees. Really.

$2
per month
OR
0.5%
per year

when your Investing and Retirement are $5K or more

Emergency Savings

Get started with just $50.

Emergency Savings

No trading or rebalancing fees.

Emergency Savings

Withdraw anytime with no extra fees or penalties.

Investment Methodology

WorthFM's portfolios are designed according to four principles:

1.

Low Fees

2.

Tax Efficiency

3.

Risk Awareness

4.

Broad Global Diversification

In the dizzying search for the "best" investment, how do you decide where to invest your money? We answer that question by providing five portfolio options tailored to whatever risk level suits you best.

TD Ameritrade

WorthFM works with TD Ameritrade Institutional for comprehensive brokerage and custody services.

MoneyTypeAssessment

Find Out Your Hidden Drivers When It Comes to Money

Nurturer
50% Producer
Nurturer
10% Nurturer
Nurturer
50% Epicure
Nurturer
90% Independent
Nurturer
75% Visionary
How does your personality affect your money habits and decisions? What are your strengths, fears and sabotage patterns? Our MoneyType Assessment tool helps you manage your money in a way that makes sense to you.
Start the MoneyType assessment
MoneyType is brought to you by Worth Financial Management LLC (WorthFM), a registered investment advisor with the U.S. Securities and Exchange Commission ("SEC"). By taking MoneyType, you are joining an email list for WorthFM. Joining this list does not create a WorthFM account or an advisory relationship with WorthFM.

How We Keep Your Money Secure

The safety of your data and financial assets is our top priority. We have bank-level security throughout WorthFM.

Security

We follow best technology practices in the design and implementation of our security procedures: SSL (Secure Sockets Layer) certificates that support 256-bit encryption, firewalls that keep unauthorized parties out, and third party security experts who test our platform regularly.

Privacy

We protect your information and have systems in place to ensure your information is used only for the management of your accounts.

Account protection

Your investments are held at TD Ameritrade Institutional. TD Ameritrade Institutional is a member of SIPC and FDIC insurance programs (see Terms). Your accounts can be accessed directly at TD Ameritrade upon request.

Investing Insights

Investing explained by our media partner DailyWorth, a leading resource for women around money, career, and business.