A Guide to the Good Life:
Get to Know Your Finances and Net Worth

We offer self service financial planning tools so that you can tailor to your needs.

Self Service Financial Tools​

Save money by monitoring your net worth and performing planning tasks yourself using online tools.

Online Financial Planning

Analytics, includes email support
$ 39
99
/month
  • Multiple investment and business holdings
  • Supports partial ownership in holdings​
  • Two factor authentication
  • Ability to add family members
  • Financial goals planning
  • Annual planning reminders
  • Interactive guides and videos​
  • Risk tolerance assessment
  • Financial priorities dashboard
  • Investment analytics
  • Intraday securities pricing
  • Email support: Two business day response
  • Store insurance coverage information
  • Cloud storage for key documents