Breathe easy knowing WayFinding will provide the clarity, flexibility, and support you need to confidently build your financial plan.
Clearly illustrate multiple scenarios, stress tests, and more. See how different scenarios can change to the way you view your retirement.
Easily see how to save money with an optimal tax-efficient distribution strategy, showing you different withdrawal schedules and Roth conversions in a way they’ll truly understand.
See how to maximize your Social Security Income. Helping you make the big decision, like when to start receiving benefits.
Providing you tools to help manage your budget, track spending in various categories, and manage expectations for future spending.
Provide your clients tools to manage their budget, track spending in various categories, and manage expectations for future spending.
Use our unique student loan module to illustrate different scenarios so you can reduce payments. Helping ease the burden of student debt for yourself.
Help protect yourself in the event of situations such as disability or death. Evaluate your needs in different situations and identify ways to ensure your success.
Learn how your assets flow at the end of life, including any possible estate tax ramifications. Replace your anxiety with the peace of mind, knowing your assets are in order.
Bring together your bank accounts, credit cards, and externally-held investment accounts all in one place. It’s finally easy to see the full financial picture.
Digitally onboard in six simple steps with our streamlined client portal. It’s easy for you to get up and running to plan for your future!
Digitally get started in six simple steps with our streamlined client portal. It’s easy for you to get up and running to plan for your future!
1. Create and account
2. Use the guided process to enter your financial data
3. View and track your net worth, income, and spending