Where are you starting from?
Pick the one that sounds like you
I just graduated and I'm not sure where to start
A 401(k) form, a Roth IRA everyone mentions, and a paycheck smaller than the offer letter.
- Roth IRA
- 401(k)
- Taxes
- Investing basics
I pay my advisor a percentage of my portfolio
A fee that never shows up as a bill, and grows every time your balance does.
- Fee calculator
- ACATS transfer
- Tax-aware exit
I've got the basics down and want to go further
You index already. Now it is about the tax rules most people never touch.
- Backdoor Roth
- Treasuries
- Asset location
Or start with a free tool
All toolsInvestment fee calculator
See what a percentage advisory fee costs you over 10, 20, or 30 years.
Try itPortfolio builder
Answer a few questions and see a simple, low-cost index fund mix for your taxable or retirement account.
Try itRoth IRA growth
See what a monthly Roth IRA contribution could grow to, and what waiting costs.
Try it
Who you will work with
Rutvik Joglekar, MBA
UChicago Economics · MIT Sloan MBA · Series 65 Licensed
As a first-generation immigrant, I know how confusing the American financial system can feel. Student loans, 401(k)s, and investment accounts are not explained to anyone, and the defaults are rarely right.
I saw friends and family paying thousands in unnecessary fees because they did not know a simpler option existed. DIYFi is how I help people keep more of what they earn, and learn to run it themselves.
FAQs
Start with a free 30-minute consult
No cost and no pitch. If you do not need help, I will tell you that too.
Book a free 30-minute consult