Lifelong Wealth Planner
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What is The Lifelong Wealth Planner?
The Lifelong Wealth Planner is a next-generation financial planning and management tool that brings your financial plan to life as a dynamic, “real-time” model. With this tool, we can update or adjust your plan, allowing you to see the impact of these changes instantly. Think of the Lifelong Wealth Planner as your central hub for financial planning.
Accessible from anywhere through your personalized Financial Home Page, Lifelong Wealth Planner provides a level of coordination over your financial affairs that was previously out of reach. It strengthens the partnership between you and your Financial Planner, fostering a collaborative and evolving approach to your financial journey. We’re proud to offer this innovative platform, as it enables us to provide a more seamless and engaged planning experience.
With its robust security, Lifelong Wealth Planner allows you to organize, store, and monitor your important financial and personal information in one place. Features like the Vault, Spending, and Budgeting tools keep everything you need at your fingertips. Below is more information about the tools available to you within Lifelong Wealth Planner.
Link Accounts to Enable Daily Updates
Easily connect your external investment accounts, bank accounts, annuities, mortgage balances, credit card balances, stock options, and more to track everything in one centralized platform. You can also add assets like real estate, art, collectibles, life insurance, and any other items you own for a complete view of your financial landscape.
The Vault – Secure & Convenient Document Storage
Scan and store all your important documents—wills, trusts, living wills, powers of attorney, property deeds, business agreements, tax returns, insurance policies, medical information, art appraisals, birth certificates, driver’s licenses, passports, and more—into your Personal, Secure Digital Vault. Accessible from anywhere in the world with an internet connection, this online vault provides peace of mind, especially during emergencies or natural disasters when physical copies may be inaccessible or lost.
Track Spending & Create Monthly Budgets
Your personalized website consolidates all your recent transactions across credit cards, debit cards, bank accounts, and other sources, making it easier to see where your money is going and what you’re spending it on. This centralized view can help you engage in more informed discussions with your Financial Advisor. Lifelong Wealth Planner also includes an intuitive budgeting tool to help you track monthly spending and stay organized. The Spending feature is available for linked accounts, and privacy is enabled by default.