--- title: Meanwhile back at the Ranch--PFYT Behind the scenes description: Information on what we have been doing over the last two months image: http://www.planforyourtomorrow.com/hubfs/back_at_the_ranch2.jpg --- [![orange-logo.png](https://www.planforyourtomorrow.com/hs-fs/hubfs/PFYT,2018/About/orange-logo.png?width=77&height=53&name=orange-logo.png "orange-logo.png")](https://www.planforyourtomorrow.com) This is a search field with an auto-suggest feature attached. - There are no suggestions because the search field is empty. **Access** [![PFYT Planner](https://www.planforyourtomorrow.com/hs-fs/hubfs/Icons/planner_icon3.png?width=64&name=planner_icon3.png "PFYT Planner")](https://wealth.emaplan.com/ema/lpl/planforyourtomorrow) [![Orion Performance Reporting Portal](https://www.planforyourtomorrow.com/hs-fs/hubfs/Icons/Orion_Logo.png?width=62&name=Orion_Logo.png "Orion Performance Reporting Portal")](https://login.orionadvisor.com/login.html) [![Video Conference](https://www.planforyourtomorrow.com/hs-fs/hub/395206/file-1126847570-png/Social_Icons/Gotomeeting-icon.png?width=64&name=Gotomeeting-icon.png "Video Conference")](https://global.gotomeeting.com/join/734633557) [![LPL Accountview](https://www.planforyourtomorrow.com/hs-fs/hub/395206/file-1565280137-png/Social_Icons/LPL_Accountview_Icon.png?width=64&name=LPL_Accountview_Icon.png "LPL Accountview")](https://myaccountviewonline.com/AccountView/) [![Plan Sponsors](https://www.planforyourtomorrow.com/hs-fs/hubfs/Social_Icons/PLAN_VAULT_ICON.png?width=64&name=PLAN_VAULT_ICON.png "Plan Sponsors")](http://plans.fiduciarymanagement.com/planforyourtomorrow/Login) [![Schwab](https://www.planforyourtomorrow.com/hs-fs/hub/395206/file-1562947778-png/Social_Icons/Schwab_icon.png?width=64&name=Schwab_icon.png "Schwab")](https://client.schwab.com/Login/SignOn/CustomerCenterLogin.aspx) [![Fidelity](https://www.planforyourtomorrow.com/hs-fs/hub/395206/file-1565325402-png/Social_Icons/Fidelity_Icon.png?width=64&name=Fidelity_Icon.png "Fidelity")](https://login.fidelity.com/ftgw/Fas/Fidelity/RtlCust/Login/Init?AuthRedUrl=https://oltx.fidelity.com/ftgw/fbc/ofsummary/defaultPage) [![Schwab Institutional Intelligent Portfolios](https://www.planforyourtomorrow.com/hs-fs/hubfs/Ring-pie%20chart.png?width=64&name=Ring-pie%20chart.png "Schwab Institutional Intelligent Portfolios")](https://institutionalintelligent.schwab.com/) [![FACEBOOK](https://www.planforyourtomorrow.com/hs-fs/hub/395206/file-1011587836-png/Social_Icons/facebook-1.png?width=64&name=facebook-1.png "FACEBOOK")](https://www.facebook.com/Planforyourtomorrow) [![TWITTER](https://www.planforyourtomorrow.com/hs-fs/hub/395206/file-1008463084-png/Social_Icons/twitter-1.png?width=64&name=twitter-1.png "TWITTER")](http://twitter.com/ThomasRHurford) [![LINKEDIN](https://www.planforyourtomorrow.com/hs-fs/hub/395206/file-1220068289-png/Social_Icons/linkedinfinal.png?width=64&name=linkedinfinal.png "LINKEDIN")](http://www.linkedin.com/company/plan-for-your-tomorrow-inc) [![YOUTUBE](https://www.planforyourtomorrow.com/hs-fs/hub/395206/file-1008463079-png/Social_Icons/youtube_(1).png?width=64&name=youtube_(1).png "YOUTUBE")](http://www.youtube.com/user/planforyourtomorrow/) # Meanwhile back at the Ranch--PFYT Behind the scenes # Meanwhile back at the Ranch--PFYT Behind the scenes Posted by [Tom](https://www.planforyourtomorrow.com/the-view-from-here/author/tom) on Jul 01, 2015 - [Tweet](https://twitter.com/share) ** Print This Page We took a little hiatus from posting blog content while a number of things have been going on behind the scenes at Plan for Your Tomorrow.   We took a little recovery time from tax season, and we are preparing our mid-year reviews.  Along the way, many things were happening.  ![back_at_the_ranch2](http://www.planforyourtomorrow.com/hubfs/back_at_the_ranch2.jpg) - We built out the notification infrastructure for our website, so that people can customize their content delivery, and receive customized updates from us via email, or social media. - We reviewed the Roadmap process, and evolved into a biannual roadmap, which seemed more reasonable based upon the practical considerations of getting projects coordinated with all of our stakeholders - We implemented a secure digital document storage system (which was pretty much the last item on our 2014 Road Map) - We came to the conclusion that we were going to need to make some changes to our performance reporting systems, and therefore we are preparing to migrate our Morningstar and Black Diamond relationships into a single source, which integration is under way and which will be announced later in the year. - We expanded our retirement plan consulting capabilities, and brought on-board a fiduciary management platform which enables us to help plan sponsors even more. - Brought on an enhanced financial planning platform, rolling out this summer. Now, we are back to our usual communication routine.  We have a bunch of articles coming, including a few follow-ups from some pieces we already wrote, and a series of articles on risk and risk perception.   Additionally, we will be reaching out to everyone to do some mid-year reviews. We look forward to catching up! Topics: [Transparency](https://www.planforyourtomorrow.com/the-view-from-here/topic/transparency), [Tom Posts](https://www.planforyourtomorrow.com/the-view-from-here/topic/tom-posts), [Happy Clients](https://www.planforyourtomorrow.com/the-view-from-here/topic/happy-clients), [Behind-the-scenes](https://www.planforyourtomorrow.com/the-view-from-here/topic/behind-the-scenes) ### Subscribe Here! ### Recent Posts ### Posts by Tag - [Tom Posts (42)](https://www.planforyourtomorrow.com/the-view-from-here/topic/tom-posts) - [Financial Planning (22)](https://www.planforyourtomorrow.com/the-view-from-here/topic/financial-planning) - [Investment Policy (16)](https://www.planforyourtomorrow.com/the-view-from-here/topic/investment-policy) - [Transparency (11)](https://www.planforyourtomorrow.com/the-view-from-here/topic/transparency) - [Happy Clients (10)](https://www.planforyourtomorrow.com/the-view-from-here/topic/happy-clients) - [Behind-the-scenes (9)](https://www.planforyourtomorrow.com/the-view-from-here/topic/behind-the-scenes) - [Cognitive Science (8)](https://www.planforyourtomorrow.com/the-view-from-here/topic/cognitive-science) - [Performance Reporting (6)](https://www.planforyourtomorrow.com/the-view-from-here/topic/performance-reporting) - [Hiring a financial advisor (5)](https://www.planforyourtomorrow.com/the-view-from-here/topic/hiring-a-financial-advisor) - [Investing and Digital Security Issues (5)](https://www.planforyourtomorrow.com/the-view-from-here/topic/investing-and-digital-security-issues) - [Lifestyle Experiments (5)](https://www.planforyourtomorrow.com/the-view-from-here/topic/lifestyle-experiments) - [Road Map (5)](https://www.planforyourtomorrow.com/the-view-from-here/topic/road-map) - [Unpredictability and Randomness (5)](https://www.planforyourtomorrow.com/the-view-from-here/topic/unpredictability-and-randomness) - [Choosing a Financial Advisor (4)](https://www.planforyourtomorrow.com/the-view-from-here/topic/choosing-a-financial-advisor) - [Keeping Track (4)](https://www.planforyourtomorrow.com/the-view-from-here/topic/keeping-track) - [Annual Review Process (3)](https://www.planforyourtomorrow.com/the-view-from-here/topic/annual-review-process) - [Economic Outlook (3)](https://www.planforyourtomorrow.com/the-view-from-here/topic/economic-outlook) - [Monthly Infographic (3)](https://www.planforyourtomorrow.com/the-view-from-here/topic/monthly-infographic) - [New Site Content (3)](https://www.planforyourtomorrow.com/the-view-from-here/topic/new-site-content) - [investing (3)](https://www.planforyourtomorrow.com/the-view-from-here/topic/investing) - [Critical Questions (2)](https://www.planforyourtomorrow.com/the-view-from-here/topic/critical-questions) - [Holiday Blog Posts (2)](https://www.planforyourtomorrow.com/the-view-from-here/topic/holiday-blog-posts) - [Plan Sponsor (1)](https://www.planforyourtomorrow.com/the-view-from-here/topic/plan-sponsor) [See all](https://www.planforyourtomorrow.com/the-view-from-here/meanwhile-back-at-the-ranch-pfyt-behind-the-scenes#) © 2018 Plan For Your Tomorrow, Inc Securities and Retirement Plan Consulting Program advisory services offered through LPL Financial,a Registered Investment Advisor, Member [FINRA](http://www.finra.org/)/[SIPC](https://www.sipc.org/). Other advisory services offered through Stratos Wealth Partners, Ltd. a registered investment advisor. Plan For Your Tomorrow Inc and Stratos Wealth Partners, Ltd. are separate entities from LPL Financial. Chartered Retirement Plan Consultant designations are conferred by the College For Financial Planning The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: FL, IN, MA, NJ, OH, TX, VA. CA insurance License #0L67490 [LPL Form CRS](http://LPL.com/CRS) [Stratos Wealth Partners Form CRS](https://www.stratoswealthpartners.com/_files/ugd/022529_1986b24e4fc148379fcb3270c1365706.pdf)