--- title: The View From Here | Road Map description: Road Map | --- [![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/) # Road map ## [Adding account feeds to your interactive financial plan, so it stays up-to-date.](https://www.planforyourtomorrow.com/the-view-from-here/adding-account-feeds-to-your-interactive-financial-plan-so-it-stays-up-to-date) Posted by [Tom](https://www.planforyourtomorrow.com/the-view-from-here/author/tom) on Oct 18, 2016 [![Add_online_account.png](https://www.planforyourtomorrow.com/hubfs/Blog/Add_online_account.png) ](https://www.planforyourtomorrow.com/the-view-from-here/adding-account-feeds-to-your-interactive-financial-plan-so-it-stays-up-to-date) One of the great things about our Planner is the ability to keep your financial plan updated in real-time without having to scavenge all of your updated account statements and balances once a year or so to have us manually bring the plan.. [Read More](https://www.planforyourtomorrow.com/the-view-from-here/adding-account-feeds-to-your-interactive-financial-plan-so-it-stays-up-to-date) ## [Take your Financial Plan on the road.](https://www.planforyourtomorrow.com/the-view-from-here/take-your-financial-plan-on-the-road) Posted by [Tom](https://www.planforyourtomorrow.com/the-view-from-here/author/tom) on Oct 11, 2016 [![Mobile_link.png](https://www.planforyourtomorrow.com/hubfs/Blog/Mobile_link.png) ](https://www.planforyourtomorrow.com/the-view-from-here/take-your-financial-plan-on-the-road) 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.. [Read More](https://www.planforyourtomorrow.com/the-view-from-here/take-your-financial-plan-on-the-road) ## [PFYT Planner Interactive Financial Planning Preview Video](https://www.planforyourtomorrow.com/the-view-from-here/pfyt-planner-interactive-financial-planning-preview-video) Posted by [Tom](https://www.planforyourtomorrow.com/the-view-from-here/author/tom) on Oct 07, 2016 [![PFYT_Planner_Logo.png](https://www.planforyourtomorrow.com/hubfs/Blog/PFYT_Planner_Logo.png) ](https://www.planforyourtomorrow.com/the-view-from-here/pfyt-planner-interactive-financial-planning-preview-video) 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.. [Read More](https://www.planforyourtomorrow.com/the-view-from-here/pfyt-planner-interactive-financial-planning-preview-video) ## [The Communication plan for our new suite of investment and planning services](https://www.planforyourtomorrow.com/the-view-from-here/the-communication-plan-for-our-new-suite-of-investment-and-planning-services) Posted by [Tom](https://www.planforyourtomorrow.com/the-view-from-here/author/tom) on Oct 04, 2016 [![PFYT_Planner_Logo.png](https://www.planforyourtomorrow.com/hubfs/Blog/PFYT_Planner_Logo.png) ](https://www.planforyourtomorrow.com/the-view-from-here/the-communication-plan-for-our-new-suite-of-investment-and-planning-services) Over the next several months, there are going to be a number of communications coming to our clients. This is a small preview so everyone will know what to expect. If you aren’t a client of ours, this may not interest you, but you might.. [Read More](https://www.planforyourtomorrow.com/the-view-from-here/the-communication-plan-for-our-new-suite-of-investment-and-planning-services) ## [Enhancements coming to PFYT.](https://www.planforyourtomorrow.com/the-view-from-here/enhancements-coming-to-pfyt-new-planning-and-investment-capabilities) Posted by [Tom](https://www.planforyourtomorrow.com/the-view-from-here/author/tom) on Sep 27, 2016 [![](https://www.planforyourtomorrow.com/hubfs/Blog/Website_Blog_Image.png) ](https://www.planforyourtomorrow.com/the-view-from-here/enhancements-coming-to-pfyt-new-planning-and-investment-capabilities) There have been a lot of things happening behind the scenes at PFYT lately, and we wanted to take a minute to let you in on some of them. I sat down to write about a few of them, and began with a yellow legal pad and a pen, and started.. [Read More](https://www.planforyourtomorrow.com/the-view-from-here/enhancements-coming-to-pfyt-new-planning-and-investment-capabilities) [All posts](https://www.planforyourtomorrow.com/the-view-from-here/all) ### 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/topic/road-map#) © 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/). 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