Snapshot

​

Easy to understand - Create a streamlined plan summary by organizing key charts and highlights in a single- or multi-page layout. 

​

​

​

​

 

 

 

 

 

 

 

 

 

 

​

Blueprint

Organize household financial data and goals using interactive, intuitive visuals

​

Net Worth

Visually explore all household assets and liabilities, insurance policies and trust-owned assets. Each item is color-coded by type and organized by owners for an easy review. Best of all, any edits made in the visual layout are automatically updated in your plan.

​

 

​

​

​

​

 

 

 

 

 

 

 

 

 

 

 

 

 

​

 

 

 

 

 

 

 

 

 

Goals

See a timeline of key events happening in your life. Whether it's a major purchase, a child going off to college, or the long-awaited retirement, you can visualize life goals in one graphical lay

​

​

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

​

Summary of Data Input

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​

​