We believe that all areas of your financial plan should work together in a closely coordinated manner that focuses on achieving your specific goals. That’s why we provide our clients with access to MyWealthPlan360, an online portal for clients to see their entire financial picture in one place.
At Wealth Planning Network, we provide our clients with free access to MyWealthPan360, an award winning software platform that gives our clients a complete, real time view of their financial life. MyWealthPlan360 allows clients to see all of their accounts in one place, track budgets, set alerts, and provides them with secure online storage space. It also comes with an app, allowing you to easily view your accounts from any device.
Our clients use MyWealthPlan360 in a variety of ways. Some clients use it to check in on all of their financial accounts on a day to day basis. Some use it to securely store estate planning documents, tax returns, and family photos. Others use the household budgeting tools and alerts to manage their spending and savings goals. Whatever their needs, MyWealthPlan360 is a premium service that we provide to our clients that can’t be found elsewhere.