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Guided Investing

Built To Make Investing Easy

Automated technology is how we make investing easier, better, and more accessible.

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Here’s what easy looks like:

1. Create an Account.
Everyone’s financial situation is different. Get personal recommendations based on what you want to accomplish, whether that’s retirement or simply building wealth.

2. Choose how you want to invest.
Pick one of our diversified portfolios that interests you. They’re built by experts using low-cost exchange-traded funds.

3. Let us handle the hard stuff.
Automated trading, rebalancing, and dividend reinvestment, we put our technology behind every dollar you invest.

Your investing portfolio made easy.

We custom-build our portfolios with low-cost, diversified ETFs (no more blindly chasing hot stock tips). We’ll recommend one for you and automatically adjust your portfolio as new and better funds become available.

Automated investing helps remove the hassle.

Automated investing helps remove the hassle. Once you deposit, we automatically invest in the market. No holding accounts or manual steps. Plus, our algorithms continually monitor and manage your portfolio at a fraction of the cost of a traditional advisor.

Portfolio rebalancing

We keep your account at your preferred ratio of stocks to bonds.

Dividend Reinvesting

We use dividends to balance your portfolio and help avoid static cash.

Recurring Deposits

You can automate your deposits on your preferred schedule.

Automated investing helps remove the hassle.

Automated investing helps remove the hassle.
Once you deposit, we automatically invest in the market. No holding accounts or manual steps. Plus, our algorithms continually monitor and manage your portfolio at a fraction of the cost of a traditional advisor.

Tax loss harvesting

We can automatically sell holdings experiencing a loss to help offset taxes.

Tax Coordination

Our automated asset location tool places your holdings in tax-advantaged accounts.

Tax Impact Preview

See how much you might have to pay in taxes before withdrawing.

Advisory services are offered through Wayfinding Financial, an SEC Registered Investment Advisor

Wayfinding Financial is an SEC-registered investment adviser. Registration does not imply a certain level of skill or training. Investing involves risk, including the potential loss of principal. Past performance is not indicative of future results. Any projections, forecasts, or examples are hypothetical and for illustrative purposes only and are not guarantees of future outcomes. Third-party information is believed to be reliable but is not guaranteed. Diversification and asset allocation strategies do not ensure profit or protect against loss. Please refer to our Form ADV and Form CRS for additional information.

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Advisory services are offered through Wayfinding Financial, an SEC Registered Investment Advisor

Shanice Dawson

Client Relationship Manager

(425) 361-0704

Shanice has spent the last 10 years building strong client relationships, optimizing operational processes, and, most recently, ensuring regulatory compliance within the wealth management industry. Throughout her career, she has come to appreciate the value of personal connections and their impact on achieving outstanding outcomes. Strong client and employee experiences are the foundation of any successful business, and she is dedicated to creating environments where both thrive.

Outside professional endeavors, Shanice is a active volunteer serving as a Volunteer Advocate for the Kirkland Police Department’s Domestic Abuse Response Team. She is passionate about positively impacting her community and fostering growth and development.