To this goal, we provide our clients an in-depth diagnostic tool that helps you view your financial life in “real time.” Powered by MoneyGuide Pro, this tool offers a simplified breakdown for you to understand your financial situation in a clear and comprehensive manner. And you can do so wherever and whenever you wish. We combine this insight with our ongoing professional guidance to give you a robust support system for navigating a changing landscape.

We believe that you should have access to your financial information whenever you need it. So, our tool offers you the ability to store all of your financial data in one secure location. This process is highly customizable, and you control the information you’d like to include. Your easy-to-interpret portal allows you to take inventory of all your assets, such as: insurance, investments, pension, legal docs, retirement, social security. Additionally, we can factor in potential liabilities, like healthcare costs, to better understand your risks and opportunities. With this detailed picture of your finances, you can begin to determine how likely you are to achieve and maintain your goals.

Your Confidence Meter allows us to discern your current position in relationship to your future plans. Because your obligations and aspirations may not share equal weight, knowing how to prioritize them is important when building your financial plan. For example, financing a child or grandchild’s college education, planning a dream vacation, or funding a secure retirement may vary in importance for you and your family. To help manage your priorities, we’re able to organize your short- and long-term financial goals into three categories: needs, wants, and wishes. By doing so, you can create a strategy to pursue them. From there, we can calculate the probability of reaching each specific goal. This understanding may help you and our team to then reevaluate how we’re managing your wealth. Our ultimate goal is to help you feel more confident in the decisions you’re making.

Everyone enjoys dreaming of new possibilities. Play Zone allows you the ability to test a number of “what if” scenarios with reliable, current data without actually changing your current financial plan. And you can explore these hypothetical approaches to your goals in the comfort of your home whenever you want. For example, you can experiment with a little more or less investment risk to determine different scenarios. You can explore when you can comfortably retire, how much or little money you’ll need to save towards your goals, and if you can retire earlier or later than you wish. From there, if one of the Play Zone scenarios seems to work for you, our team will help you spotlight new possibilities and realize your aspirations — and find the right balance.