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Join with friends, family and others to reach your financial goals faster.

Whatever your financial goals, get there faster with power of VestMatch. It's simple. In a few minutes you can set a financial goal, create a plan, and invite others to join you in reaching your goal. Whether it's a shared goal with a friend around the corner or a shared vision with strangers from across the globe, VestMatch is bringing people together to create the next generation of savings and investing.

JOIN NOW Join with friends, family and others to reach your financial goals faster.

Download our ebook: "Seven Rules for Saving Together: A guide to using collaboration to reach your financial goals"

Why use VestMatch?

Transparency. Accountability. Collaboration. Communication. Collaborative savings means everyone stays informed and engaged. VestMatch automatically keeps everyone in a group updated on the status of the goal, contributions and uses of the money. And the group can use VestMatch as a separate place to talk about the plan, posting comments, pictures, or videos. You can see why VestMatch is becoming a leading way groups save together.

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VestMatch overview

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5 steps to reach your goal

  • Set up your plan to reach your goal at VestMatch

  • Open or connect to an account at any financial institution

  • Invite your friends and family to partner with you -- the more the better

  • Keep photos, videos, comments and stories about you and your goal updated

  • Watch VestMatch collect contributions for you to help reach your goal

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Saving for a college education
VestMatch can help you save for your child's future. Whether you have a 529 Plan, an Education/Coverdell IRA or just a regular account at a bank or investment firm, VestMatch comes in handy. When setting up your plan, you will want to estimate the amount of money you'll need. Here is a good calculator:
http://www.savingforcollege.com/college-savings-calculator/. Use your plan to post pictures of your child, some of his or her artwork, a video, or anything that gives others an opportunity to connect. Then invite grandparents, godparents, aunts and uncles. Before you know it, your child will be on their way!
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Transferring Wealth Across Generations
VestMatch can help you gift money to your children and grandchildren. Have each person who will receive money set up a Plan and connect it to their account at a financial institution, and have them "invite" you to join their Plan. At that point, you can contribute money as you see fit, when you want it. You can contribute by credit card or PayPal through VestMatch, or through a checking account debit with some paperwork from the financial institution. Your children and grandchildren can keep photos and videos updated on their site and you can use VestMatch as another communication tool with them. You can even create a matching savings program (see "Create a matching program" below).
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Create a Matching Program
Sometimes parents want to set up a program to encourage their children, especially adult children, to save. Have each person who will receive money set up a Plan and connect it to their account at a financial institution, and have them "invite" you to join their Plan. You will be able to see activity in that account, so if you want to give $2 for every $1 saved, you can monitor how much was saved and then make your contribution. VestMatch gives you maximum flexibility to set and modify your matching program as you see fit. Since the money is going into an account owned by your child, you also get to reduce your taxable estate by the amount of your gift.
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Raising Money for a Charity or Cause
If you are organizing a fundraiser for a church, school, or even a politician, you can use VestMatch. Set up your Plan with the financial goal you hope to attain and connect it with an account at a financial institution. Be sure to add details regarding why contributing is important and what will be done with the funds that are raised. Then invite as many people as you can. They can "join" your plan and contribute, and then track the progress of your fundraising as time goes on. Once you've reached your goal and are using the money, you can keep everyone updated by posting pictures of how their money is being used.
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Saving to Start a Business
If you and some family members or friends are trying to bankroll buying or starting a business, VestMatch comes in handy. By setting up a financial account, and then connecting it to VestMatch, you can allow everybody involved to contribute and track the progress toward the goal. You probably have an agreement of how much will be saved by each person ($500 per month each, for example), and at VestMatch everyone involved can see the contribution activity to be sure that your plan is still on track.
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Saving For Any Financial Goal
Every financial goal has some common elements. First is how much you need and when you want to attain the goal. Second is who are the parties saving for the goal. VestMatch allows you to set up your goal and then connect with all the people who are helping out. You don't think others will help? You'd be surprised. Even small amounts, like $10 per month, add up when combined with others. If you have 10 people contribute just $10 per month toward your goal, that is $1200 a year, or $12,000 in ten years plus whatever interest or market rate return you achieve. The more people involved, the faster you will reach your goal. VestMatch allows you to involve dozens, hundreds, even thousands of others in your plan. Good luck!