If you have an interest in a simple interactive personal financial planning portal with a lot of neat features, you are in luck.  If you want access to a fully comprehensive financial plan which can account for some of the most complex planning needs around, you are also in luck.  If you looking for a convenient way to aggregate your financial information…you’ve got it.  If you wanted it all to be wrapped into one package, look no further. 

As part of the official launch of the new Planner portal, we are providing this video guided tour of the client-facing site.  If you want to see it again, as soon as you log in, you will find that there is a little virtual tour guide down on your home page, and you can play it again from there. 

If you are a client and were not in our soft-launch of the portal, you will be receiving an email invitation from us at the end of the week.   I encourage you to go in and poke around.  If you want to talk about what you find there, just let me know.  On the other hand, if you already have access to the portal and haven’t spent any time in there, hopefully the short video we included will help you see what you are missing. 

Click HEREto see all our featured videos.

Take this opportunity to check out the portal.  Get used to its navigation.  We will be highlighting a few useful points over the next couple of weeks.  Once we get through that process, clients that have not begun planning with us will have an opportunity to do so. 

People that aren’t planning clients, but want to get started with planning can drop us a line at: info@planforyourtomorrow.com and we can reach out to discuss what is involved.

As always, we encourage you to connect with us on social media.  There is a lot more content there. Our next blog article is going to discuss the new kinds of content that we will be providing via our social media channels over the next year. We look forward to seeing you there!  Come and join the discussion.