Personal Financial Website
Personal Financial Website
The Ultimate Wealth Management Solution.
How would you like to be able to see your full financial picture all in one, secure, location?
How would you like to be able to collaborate with all your advisers and keep your documents up to date?
How would you like your advisers to be able to alert you about important financial opportunities and keep everything in working order?
This is way more than just a budgeting tool, this will help you organize your finances more efficiently and help make your financial goals a reality. SmartPlan offers this service free to our current clients that meet certain criteria and is renewed on a year by year basis. To find out if you qualify for this free service please see our Question and Answer section below.
All in One Place
See everything you own and owe in one place. It’s easy and fast to set up, all you need is your login credentials for the financial institutions you use. Here are the categories we will integrate with: Banks, Credit Cards, Loans, Insurance, Investments, Properties.
Budgeting Made Easy
Because we integrate with your bank accounts our program will automatically categorize your spending. Don’t worry if you want to change the categories or set up your own specific ones you can. This is a fully customizable program designed to work for you.
Goal Planning
Visualize your dreams. Our brand new goal planning tool allows you to quickly build and compare multiple options for achieving your goals. Now, you can prioritize common goals like retirement or funding a child’s education, and make adjustments to your financial plan based on its probability of success. We believe everyone needs a plan when it comes to their spending, giving and savings, our robust interactive planning toll will help you not only set a plan, but a SmartPlan.
Tracking your Investments
We know your investments are an important element of your full financial picture, and you’ll be able to see where all your investments stand, your asset allocation, and more to make sure your on track to reach your retirement goals and more.
Tracking your Investments
We know your investments are an important element of your full financial picture, and you’ll be able to see where all your investments stand, your asset allocation, and more to make sure your on track to reach your retirement goals and more.
The Vault
While this is a great tool for your day to day use it offers much more than that. We don’t often like to think about death, but there are two guarantees in life: DEATH and TAXES. The hardest thing on a family is the death of a loved one and for many the death of the spouse who handles all the family finances can crush them. They often don’t know where to start. We have solved that problem for you.
Now you and your loved ones have one secure location to go get to everything you need. In “The Vault” you can store important documents: Tax Returns, Will, Trusts, Birth Certificates, Passports, Insurance Contracts, Passwords and more. See the full Vault Storage Checklist here.
Security is Key
We value nothing more than the safety and security of your information and that is why we use an industry leading program with 256bit encryption that is 2X stronger than many banks security.
Questions and Answers
Question: Can anyone use the budgeting tool?
Answer: Clients who have any type of investment account whether with us or somewhere else qualifies.
Question: Is it really FREE?
Answer: Yes, for one year and is renewed annually upon completion of annual services.
Question: What if I don’t have an investment account, can I still use your program.
Answer: Yes; however, there is a monthly fee, and the fee must be set up to come out of a credit card or bank account automatically on a monthly basis.
How to get started
1) Choose a desired User ID
2) Email This email address is being protected from spambots. You need JavaScript enabled to view it. with your desired User ID
3) You will receive and email once your account has been set up. Your temporary password will be Password1
4) When you login you will change your password
Setting up your account
1) Gather all you User ID’s and Passwords for your: Banks, Credit Cards, Loans, Investments, Properties.
2) Start Connecting
3) Budgeting
4) Store
