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Financial Goals

Got Investing Goals? We’ll Help you Reach Them

Financial goals are part of how we offer personalized advice depending on your situation. You tell us about your goals, and we'll provide recommendations.

Articles by Betterment Editors

By the Editorial Staff
Betterment Resource Center
Published: September 26, 2011 | Updated: July 29, 2019

Betterment is set up to help you pursue different goals within your primary Betterment account; you can even use different account types within your various goals. Goals are important at Betterment because our portfolio and allocation advice changes depending on your goal type. We base our advice on your chosen time frame, initial deposit, and level of risk. From our recommendation, you can then change your allocation to fit your views or circumstances, and you can also modify your portfolio using our Flexible Portfolio feature. Between your different goals, you can make transfers, set separate allocations, and set up automatic deposits for multiple goals.

All of the complexities and time-consuming tasks of a well-managed investment account – such as selecting a diversified portfolio, re-balancing, and dollar cost averaging – are made easy and efficient in Betterment’s sophisticated platform. The new goal feature encompasses our smart, intuitive approach, allowing you to set up a goal in just four clicks.

 

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