LearnVest is a financial planning website that offers assistance to anyone hoping to take control of their personal finances, free of charge.
When you begin your membership with LearnVest.com, you give them access to all your financial accounts – credit, bank, loans, etc. LearnVest will organize all this information in your “My Money Center.”
Once this information is available in the Money Center, you can utilize the LearnVest tools to help you keep track of your spending, organize your transactions, and help you maintain a budget.
If you are looking for even more financial help, LearnVest does have paid memberships that can provide it. For $69.00, you can get 3 months’ access to a financial expert, as well as a Budgeting Course and a personal Budgeting Plan.
For $229.00, you will get 6 months’ access to a financial expert, full access to all LearnVest courses, and a Core Financial Plan.
Finally, for $349.00, you will get 1 year’s access to a financial expert, full access to all LearnVest courses, and a Complete Financial Plan.
LearnVest courses include training for Budgeting, Five Year Plans, Investments, and Retirement Planning.
I have been reading the LearnVest articles as a subscriber to their daily e-mails for over a year now. Some of the information is stuff I already know, but a lot of it is useful, even if it is just to help my friends and family.
I just signed up for the free account recently and haven't used the paid services, but so far I love the free account. I used to spend a lot of time going through my monthly statements to tally how much I spent for each area of my budget (i.e. groceries, car expenses) and it does it automatically. It allows you to link your accounts so you can see how much money you have in your accounts and how much you owe at any given time. It's great!