Imagine this: you’re at lunch eating an overpriced salad with a friend who is worried about not saving enough money to buy a house (not to mention the price of kale). You want to help calm her nerves, so you start to tell her about the new planning service from Wealthfront that helped get your financial future in tip top shape. You reach for your phone to show her the Wealthfront app, but then you stop. Cold.
You know Wealthfront is perfect for your friend, but you don’t want her seeing your numbers. You’re on your way to a successful future, and you should be proud — but you don’t want to rub it in. I mean, she already feels bad enough about the salad.
Well now you can be the hero you want to be to your friend, thanks to Shake to Share, a fun new feature we’ve added to the Wealthfront app. With Shake to Share we’re killing two birds with one shimmy. First, we’re removing the awkwardness of sharing your financial details with friends. Your secrets are safe! Next, we’re making you look very cosmopolitan by temporarily changing your figures into random digits in a random foreign currency. Ooh la la!
Here’s how it works:
Now you can share your favorite things about your Wealthfront app with your friends sans stigma, all with one simple shake. So what are you waiting for? Grab a friend, shake and share away!
Nothing in this communication should be construed as tax advice, a solicitation or offer, or recommendation, to buy or sell any security. Financial advisory services are only provided to investors who become Wealthfront, Inc. clients pursuant to a written agreement, which investors are urged to read carefully, that is available at the Wealthfront website. All securities involve risk and may result in some loss. Wealthfront, Inc.’s financial planning services are designed to aid our clients in preparing for their financial futures and allows them to personalize their assumptions for their portfolios. Wealthfront, Inc.’s free financial planning guidance is not based on or meant to replace a comprehensive evaluation of a Client’s entire financial plan considering all the Client’s circumstances. For more information, please visit www.wealthfront.com or see our Full Disclosure.
About the author(s)
Dan Carroll is Wealthfront's founder and Chief Strategy Officer. Dan founded Wealthfront to bring client-centric, transparent and low cost financial advice to the retail investor. View all posts by Dan Carroll