Stay on Target
With the goal-setting feature you can track long-term financial goals like funding a secure retirement or providing for a child’s education, or plan a few short-term wins along the way like saving up for that next major purchase or a family vacation.
Set as many goals as you like, big or small, and watch your progress online at any time. It’s motivating to see the immediate impact you can have on your finances, plus it helps you to stick to your overall financial plan.
The Big Picture
Bring together all of your account and investment information to see your complete financial portfolio and net worth – everything from credit cards to retirement accounts. As you include more accounts, the clearer the picture becomes and the more control you have over your financial planning.
When you get the big picture of all of your finances, you’ll be better prepared to make the most of meetings with your financial professional because you can quickly and easily access all of your financial information in a single location.
You’ll see more areas where you can take advantage of opportunities for savings and growth, and soon you may find yourself financially flexible enough to weather life’s changes with much less worry.
