If you are a person “on-the-go” you might want to have your financial information handy. We received a lot of feedback about making sure that our digital tools were mobile-accessible.  With that in mind, our website is fully optimized for mobile devices, and our new planner portal is as well.  When we deploy our performance reporting to everyone, you will see the mobile capabilities for that as well.  We are committed to access, availability and transparency.  We are committed to providing tools that you can use your way, and on your own schedule.

There is a panel on the lower right side of your PFYT Planner home page that when you click onto its second screen will show this:

When you click “LEARN MORE” you will be presented with the following directions:

Follow these instructions and you will find that you will be able to create a four-digit pin number to quickly access your financial plan from your mobile device.  We advise that you keep your device password protected at all times, and rely on this only as a second line of defense.  When you first do the installation process, you will create a credential for your phone, and the data will only be accessible from that device.  Adding a device requires that you repeat the process using that device, and now you have secure mobile access.

If you are a client, and are not currently enrolled in the PFYT Planner, you will be receiving an invitation today, so feel comfortable logging in and experience this for yourself.  Our next session will describe how you add accounts that are not under our care, such as your bank, credit card and loan accounts.

If you have questions, or need help getting set up and under way, please drop us a line at support@planforyourtomorrow.com.

As always, I want to mention that following us on our social media channels means that you get access to more information and more resources.  We recommend that you engage with us in the social media channel of your choice.