posted on January 27th 2016 in WorthPointe News & Your Financial Advisor with 0 Comments /

You feel like you’re on the right track in your long-term financial planning: You are regularly contributing to a retirement fund, you’re investing in a few high-return stocks, you have a budget in place…and the list goes on. Overall, you know you’ve got things in motion.

Yet you can’t help but feel a bit… overwhelmed. How exactly do you log in to view those investments? Where can you see the balance of that retirement fund? And how can you easily compare your assets and debts against your overall goals so that you can confirm you’re on the right path with your budget?

With at least 10 account usernames and just as many passwords, sometimes it’s easier just to forget it’s all there. Hint: That’s not the best approach. Without a doubt, those who have a handle on their financial wealth fare better in the long run. That’s why we’re proud to introduce WorthPointe 360, a comprehensive, personal financial dashboard that helps you simplify, save time, and keep a real handle on your personal wealth.


What the WorthPointe 360 personal financial dashboard is

WorthPointe 360 is a secure platform for personal financial management inspired by our team of fee-only financial planners and built with you in mind. Here’s what you can expect with WorthPointe 360:

One place for all of your accounts: With just a single log-in, you get access to all of your financial accounts neatly organized under one digital roof. Sync your investments, retirement accounts, insurance policies, reward miles, credit cards, charitable contributions, and more, and get an at-a-glance look every time you log in.

A personal balance sheet: Not only is there the convenience of one log-in to see your accounts; you get the benefit of seeing them all in context. With all of your accounts under one roof, see what you’re spending and where you’re spending it, and how that directly impacts your savings goals. Check your 401K against your Roth IRA. With a relative look at your accounts, it’s easy to identify what’s working, and what’s not.  

Real-time updates: As the markets change throughout the day, so will your balances. No more relying on infrequent statements that sit in a pile on your desk; monitor your investments and holdings live, so you’re always up-to-date with the most current information.

Interactive workshops and projections: Interactive calculators within the dashboard allow you to manipulate numbers to see how your decisions today will affect your lifetime cash flow, your retirement accounts, and your estate scenarios. Project before you make a move.

Accessible anywhere, at any time: Built to work with you wherever you are, you can open and manage your personal financial dashboard from the road, the office, or in the comfort of your own home. Log in from your phone, tablet, or computer — and print reports when you need them. With nonstop, secure and available access, you can always feel in control.

Secure storage: WorthPointe 360 is a digital vault for safekeeping of both your financial information, as well as important financial documents such as birth certificates and marriage licenses.

What the WorthPointe 360 personal financial dashboard isn’t

With everything that it is, it’s easy to forget what WorthPointe 360 isn’t. We’ll put it right out there: WorthPointe 360 is not meant to replace a financial planner. Despite its accessibility, responsivity, and security, when it comes down to it, nothing can replace having a CERTIFIED FINANCIAL PLANNER™ professional in your corner who knows more than just the numbers.


Getting started with WorthPointe 360

If you don’t know where everything is and what it’s worth, it’s about time you made a change — for peace of mind now, and peace of mind when it comes to your future. With the WorthPointe 360 personal financial dashboard, we’ve made it simple for you to do just that.

To get started, get in touch with a fee-only financial planner at WorthPointe who can get you set up before you’ve even had a chance to think about where you put that last paper statement.

(800) 620-4232

Want more? Watch our quick demo on how WorthPointe 360 works.

about the author: WorthPointe Wealth Management

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