Goal Planning - FinanceLogix
Dashboard
Our financial goal planning tool allows you to create a plan customized to your life. Create a "dashboard" detailing your assets and liabilities. Use our account consolidation tool and your plan will update automatically. Modify your plan at anytime, changing assumptions to determine which approach will best enable you to achieve your financial goals. Print your plan and share it anytime.
Retirement Gauge
The FinanceLogix portal gives you access to a dynamically updating plan. Did your assets change in value in the past month, do you have new goals, or have your priorities changed? This platform will allow you to continue to revisit your plan as often as you need. Goal Planning should be a journey, not a postcard, and we want to give you the tools to travel on that journey. 
Online Document Secure Storage Vault Keep all of your documents safe and handy for when you or your loved ones need to access them. If you have lost a loved one, you know how difficult it is to navigate your way through files and boxes of paperwork. We provide access to a platform that allows you to consolidate everything in one place and remain organized. For more details on how confidentiality is kept, please visit the privacy policy.
