Implement Your Plan
Once we gain a clear understanding of what you want your money to achieve, we create a customized plan, then measure, track, and update it as your life changes.
Know Where You Stand
Financial Control Scorecard® answers the question "Where do I stand financially today?". This provides valuable insight about whether your current savings and investments align with your spending and goals, so that your advisor can evaluate if a course correction is necessary.
- See if you are on track to meeting your financial goals.
- View your funding score, so you know where you stand at all times.
Prioritize Your Objectives
Your advisor creates your Priority Action List from your HonestConversations® exercise results. Your Priority Action List identifies the parts of your life that affect your financial goals and gives you a disciplined plan to address each item.
- Track where you stand towards achieving your goals.
- Measure your progress on outstanding action items.