Put your money to work
On average, we use at least 4 different financial institutions. For example, we bank with Chase, invest with Fidelity, hold retirement accounts at Vanguard, and manage RSUs at Schwab. As our net worth grows, so does the number of accounts we have. But here’s the thing: do you know how all these accounts perform together?
When your accounts are scattered, it’s difficult to see how they work together—or if they’re working hard enough. We often hear people find cash sitting in an old account or a 401(k) that they didn’t know was still growing. We call that leaving money on the table. Our invitation to you is to pull up a chair.
How we relate to our finances plays a huge role in this, too. We recognize that everyone’s financial journey is shaped by their experiences and financial attachment style. Whether you’re someone who anxiously tracks every penny or avoids checking your accounts altogether, understanding your relationship with money is the first step to building a healthier financial future.
I’m Lindsay, the founder of Astor, a financial health platform redefining financial advising that helps you track better, invest smarter, and connect with like-minded investors. Here are three steps I recommend investors (at every level!) take to level-up their financial future.
Step 1: Create Your Path to Wealth
Path to Wealth is your roadmap to financial freedom. Designed for investors at any experience level, it identifies the milestones that matter most and organizes them into a clear, actionable plan. Before diving into detailed analytics, Path to Wealth provides a comprehensive view of your net worth and goals, ensuring you have the clarity and confidence to make meaningful progress. Whether you’re saving for a dream home, planning for retirement, or juggling multiple goals, Path to Wealth keeps you focused on what matters most.
Step 2: Learn Your Financial Attachment Style
Our personalities influence how we navigate relationships, so it makes sense they affect how we manage our money, too. Here are the four common attachment styles:
- Secure: You feel confident about your finances and have a balanced approach to saving, spending, and investing.
- Anxious: You’re hyper-focused on every financial detail, often feeling worried or unsure about whether you’re doing enough.
- Avoidant: You avoid engaging with your finances, often putting off important decisions or ignoring accounts altogether.
- Fearful (or Disorganized): A mix of anxious and avoidant tendencies can leave you feeling overwhelmed or stuck.
Once you dive into understanding your financial attachment style, you can start building healthy habits and systems that support your financial future. Money management can feel isolating, especially when we’re anxious, avoidant, or fearful, but recognizing your patterns is the first step to change. On Astor, you can set weekly rituals and join groups tailored to these challenges, helping you stick to your plan and connect with like-minded investors.
Step 3: Unlock Growth with the Compounding Calculator
Our Compounding Calculator models your portfolio’s growth, helping you see how quickly you can achieve your goals. It shows you how to prioritize investments, understand the impact of your decisions, and visualize your net worth over time. This personalized projection tool transforms wealth-building from a distant concept into a tangible, achievable process.
At Astor, we believe financial clarity breeds confidence. And we understand that clarity goes beyond just our portfolio—it comes with knowing ourselves, too. With a 360° view of your finances, the ability to benchmark anonymously against peers, and built-in accountability, you’ll gain confidence in your asset allocation and understand your growth trajectory like never before.
As women in tech, we have so much work to do—and no time to stress about our finances.
Download Astor and take charge of your financial future.
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