We are pleased to announce (after what seemed like a very long beta test) the rollout of the PFYT Planner, our new interactive planning portal for use with our planning, advisory and consulting clients.   I boasts a number of compelling capabilities, and is the next step in the evolution of our financial planning capabilities.

Imagine this combination: traditional financial plan documents, real time updates, useful alert functions, interactive modeling, and secure web-based “client facing” tools fully integrated into the plan and you have grasped the basic functions.  

You can connect accounts from most financial institutions, even those that are not under our management, and your plan will be updated every day, without having to dig out statements and do plan updates. Users of Quickbooks, Mint or Quicken online will know what this experience is like, and I can tell you, it is SUPER convenient. If you are working on budgeting, or just want to make projections based on your actual spending, it will be in there, collected from your bank accounts, and credit card accounts. If you want our help with these items, just flick a switch in the privacy settings and you will enable us to see this data, otherwise it is private.

If there are simple questions you want to explore yourself, you can make changes to the data and see the results immediately, or access the workshop and do more interactive personal scenario planning. If there are specific financial plan reports you want from your plan document, you can have us make them available to you within one click whenever you want them.

If you want good calculators for a simple answer at eleven o’clock at night, they are one click away, and not the questionable calculators on mysterious web sites.

Did I mention the Vault? The Vault is a secure storage location that you can use to keep backups of essential documents, or just use it as your financial filing system outright. It has sections that are shared with us, and sections that are private, but all of them are secure. If you have a planning question that you want us to answer, we can run the scenario and save it for you right in here for your review. Its also a good place to keep your digital home inventory, or any of the rest of the “Keeping Track” organizers and planners.

Lest you think this is simply some do-it yourself financial management software, like Quicken or Mint, let me disabuse you of that notion right now. This is a full-fledged financial planning program, among the most robust we have ever used, with far more robust modeling capabilities than anything you we have seen that is available to the public.

Monte Carlo testing? Yup. Exacting cash flow sensitive analysis and reports? Sure. Scenarios with changed variables, changed assumptions, health events, you name it and this planning suite probably has it. Because of the possible complexities, these kinds of reports are best prepared by us. We run them, and make them available to you, post them in the vault, whatever.

Why do we love this? It means our people can get answers faster than ever.

Anyway, if you are one of our planning or advisory clients, we will be forwarding you your login credentials over the next week. Check out the introductory video walkthrough HERE.

If you aren’t one of our advisory, consulting or planning clients…shouldn’t you be?

To have a conversation with us about becoming a client CLICK HERE: