Planning starts with the right tools

Utilizing a state-of-the-art tool, My NextGen Plan, to plot your future

Assets versus liabilities, retirement scenarios, investment accounts etc. – these are all core elements of financial planning. But how do they work together and, more importantly, how do they relate to your specific goals at different stages?

These disparate components can be difficult for you to consider as part of an overall plan, much less commit to if you can’t first see them. That’s why we use a highly effective planning tool called My NextGen Plan. It organizes all the key details of your financial situation, helping us to create a customized wealth plan for your family. And most importantly, it allows you to visualize and fully understand your options and every aspect of your plan.

My NextGen Plan: Key features

  • Easy-to-understand financial snapshots
  • Retirement readiness reports
  • Cash flow analysis or more in-depth financial plans

In line with our goals-based planning

My NextGen Plan charts your progress and the achievement of your goals, allowing us to better support you and work together – discussing and visualizing plans, projections and “what-if” planning scenarios.

Visualizing your future is less about wishing and hoping something positive will happen. My NextGen Plan, which is future-oriented but grounded in reality, will show you clearly what’s possible.

Talk to us about building your wealth plan.