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Snapshot & Blueprint

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

Snapshot Tony Soprano.jpg
Blueprint Net Worth (1) Tony Soprano.jpg
Blueprint Summary of User Input (2) Tony Soprano.jpg
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