Page 4 - Sample Financial Plan 4-1-2019 v2
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CLIENT SITE OVERVIEW
Take Control of Your Financial World
Your Personal Financial Management website makes it easy to manage
both your wealth and your well-being.
Organize. Monitor. Collaborate.
ORGANIZER INVESTMENTS SCREEN SHARING VAULT
Connect all your accounts for Interactive charts and detailed Join a screen sharing session Safely store your most important
a consolidated view of your views help monitor all your quickly and easily for interactive financial documents, accessible
entire financial picture. accounts. planning anytime, anywhere. 24/7.
TRACK SPENDING BUDGETING TOOLS MOBILE GOALS
Know how much you're Set budgets to help reach your A complete financial picture See if you're on target to reach
spending, and where. savings goals. available on your smart phone. your most important goals.
