Welcome to Investor Guidance! Designed for DIY investors, the IG service offers guidance and resources without needing a full-service advisor. Connect with like-minded individuals in The Collaborative, our vibrant online community. Access three tailored learning paths: Explorer for beginners, Navigator for deepening knowledge, and Trailblazer for committed investors.
Whether you're just beginning or ready to lead, we have the perfect path for you. Discover our tailored foundational, intermediate, and advanced offerings, designed to meet your needs and achieve your community investment goals. Welcome to Investor Guidance! Designed for DIY investors, the IG service offers guidance and resources without needing a full-service advisor. Connect with like-minded individuals in The Collaborative, our vibrant online community. Access three tailored learning paths: Explorer for beginners, Navigator for deepening knowledge, and Trailblazer for committed investors.
Please be advised that we are currently a state-registered firm that has limited capacity for clients outside of MI, CA, NY, PA, MA, TX, MO, and MD. We will notify you if we cannot approve you to be a client due to this requirement.
EXPLORER
NAVIGATOR
TRAILBLAZER
Not sure which learning path is right for you? Compare the Investor Guidance learning paths to find the perfect fit for your financial journey.
Compare the benefits of each path—Explorer, Navigator, and Trailblazer—to see which one aligns with your needs and goals.
Features
EXPLORER
$0/month
NAVIGATOR
$37/month
TRAILBLAZER
$97/month
Personal Advice Drop-Ins
No
*Limited
*Limited
Basic Financial Planning Education
*Limited
**Unlimited
**Unlimited
Just Transition in Financial Planning
**Unlimited
**Unlimited
**Unlimited
Generic IPS Template Excercse
Yes
**Unlimited
**Unlimited
Intro to Community Investing Course Personal Advice Drop-ins
*Limited
**Unlimited
**Unlimited
Community and Live Evens
Yes
Yes
Yes
Self-written IPS based on Revalue's IPS
No
Yes
Yes
Purchase Bundled Drop in Time with Advisors
No
*Limited
*Limited
DIY Financial Planning Tools
No
*Limited
**Unlimited
Grubstake Cohort Access
No
*Limited
**Unlimited
RightCapital Access
No
No
*Limited to Former FC Clients
Data Room Access
No
No
**Unlimited
Estate Planning
No
No
*Limited
Investor Circles
No
No
Yes + *Limited Advisor Meetings With the Group
*Limited features are those offered during specified times of the year or are limited in scope. **Unlimited features are available on-demand and receive regular quality improvement enhancements.
Explore Revalue’s Consulting, Management, and Education services to find the right fit.
If you're seeking personalized services, our team can help with a financial plan tailored to you. Get a customized Investment Policy Statement, access to RightCapital, and guidance in key areas like taxes, education, and portfolio review. Connect with our specialists and online community to build a resilient future.
Discover Revalue's Investment Management services for peace of mind and ethical investing. We offer community impact and ESG investing, welcoming all investors without account minimums. As a Certified B Corporation, we eliminate wealth gaps. Enjoy financial consulting, peer connections, investment research, and more.
Our team can speak at neighborhood associations or global conferences where investors and business owners gather. We cover topics from personal finance to impact investing, crowdfunding to finding a financial advisor. Since 2013, we've educated over 4,000 people globally, believing that access to education is key to prudent financial decisions.
