Guidance Center

If you know what you want to accomplish in life, and you’re ready to start setting aside money for your future, that’s a great place to start to build a financial plan. Do you have a specific goal in mind? Or are you looking for suggestions that make sense given where you are in life? Choose the options below that make sense to you.

If you just want to get started with a simplified investment, check out our Prebuilt Portfolios. Or, if you’re looking to make changes to your existing Homestead accounts, you can find information at Account Help.


You already know where you want to go in life, so start your journey by focusing on your financial goals. You may have only one goal in mind — like retirement — or many. Whatever your goal, you only have to follow three simple steps to get started.


Sometimes it’s easier to start a financial plan by focusing on where you are today. When you are young and just starting out, your needs are different from when your professional life is firmly on track, or when you are on the verge of retirement. Start here to get ideas.


You’re ready to jump into the nitty gritty and start building a financial plan. Homestead’s financial planning resource can show you lots of ways to combine funds and explain how each combination will fit with your needs — and the amount of risk you want to take.


If investing seems confusing, let’s get oriented first. You’ll find easy answers to the questions investors start with. Getting money smart isn’t as hard as it seems, and we want you to feel comfortable with every financial choice you make with Homestead.