Your Personalized Financial Planning Dashboard
The Clarity You Need to Move Forward with Confidence
INTEGRITY AND PLANNING AT ITS FINEST
Powerful Financial Planning -Get your free account today
Take control of your financial future with a free tool designed to give you clarity and confidence.
Securely link your cash, retirement and investment accounts, map your net worth, monitor your investment portfolio, and project your cash flow year by year—all in one secure, real-time dashboard. Create a budget and organize your financial strategy. You’ll also see personalized tax projections and gain insight into how your strategy performs across a range of possible outcomes.
It’s a smarter, more efficient way to plan—backed by the same tools professionals use, now available to you at no cost.
A MUST HAVE RETIREMENT PLANNING TOOL
Cash flow projections
Cash Flow Projections shows you exactly how your income, expenses, and savings evolve year by year—so you can anticipate gaps, surpluses, and plan with confidence. It transforms complex financial data into a clear, visual roadmap of your financial future.
What We Do
mONITOR pORTFOLIO aSSETS
Investment Monitoring tool keeps you informed with real-time insights into your portfolio’s performance, asset allocation, and sector exposure. It helps you stay aligned with your strategy and spot opportunities or imbalances before they become issues.
CONFIDENSE IN PLANNING
aSSET sIMULATOR IN sNAPSHOT
The Asset Simulator in Snapshot shows how your financial plan is expected to perform over time—based on your current data and proposed strategy. The chart includes a projection of your future finances, along with a high and low range to show how things might go in best- and worst-case scenarios. It’s an easy way to see if your plan can hold up to the ups and downs of real life.
INTEGRITY AND PLANNING AT ITS FINEST
Stay Current with Real-Time Data
Easily and securely link your financial accounts to get real-time updates across your entire plan. Your data is protected with the same advanced encryption trusted by major banks—so you stay informed, and your information stays safe. It’s the smartest, most secure way to keep your financial picture complete and up to date.
USEFULL RETIREMENT AND ESTATE PLANNING TOOL
net worth blueprint
The Net Worth Blueprint gives you a real-time, consolidated view of everything you own and owe—investments, real estate, retirement accounts, and liabilities—all in one place. It helps you track your financial progress over time, spot trends, and identify areas that need attention. With clear visuals and automatic updates, you can make smarter decisions and stay focused on building lasting wealth.
