Planning
Strengthen your finances following our personalized action plans
Calculate your Financial Strength Index
Your Financial Strength Index™ (FSI) score indicates how well-positioned your finances are to sustain or improve your current standard of living in the future. As years pass by, you want to move forward, never backward.
Get access to a dashboard with your:
- Financial Strength Index™ score
- Three main financial strengths and weaknesses
- Current financial position snapshot
Get a detailed analysis of your finances
We present you with a holistic analysis of your finances so that you can see the big picture. But that’s not all, we calculate your key financial ratios, show you optimal ratios to aspire to, and give you tips to improve each of them.
The eleven areas of analysis are presented in four parts:
- Balance Sheet
- Income Statement
- Insurance Coverage
- Succession
Follow our personalized action plans
We select up to three areas where to focus on. These areas are the ones our model predicts will have the most impact on your financial strength. Follow our personalized action plans to strengthen your finances.
Each action plan includes:
- An assessment
- A target goal to attain in the next 12 months
- A to-do list with tasks to get you going
- Calendar reminders to stay on track
Book 1:1 consultations with your coach
You don’t have to do it alone. We are here to help you. Book up to four 60-Minute calls with your financial coach to work together in your financial journey. Your coach will give you the guidance and support needed to help you achieve your goals.
These sessions will focus on:
- Setting up your financial plan
- Getting you going with your action plans
- Monitoring your progress
- Making adjustments when needed
Unlimited support via live chat
Chat with your financial coach at any time. Have a question? Type a message and get an answer. Not sure about what decision to make? Consult with your coach and get another point of view.
Chatting is easy. Do so directly from the control panel of your account.
