Pointing you in the right direction: forward

Breathe easy knowing WayFinding will provide the clarity, flexibility, and support you need to confidently build your financial plan.

Interactive Retirement Planning

Clearly illustrate multiple scenarios, stress tests, and more. See how different scenarios can change to the way you view your retirement.

Interactive Retirement Planning

Clearly illustrate multiple scenarios, stress tests, and more. See how different scenarios can change to the way you view your retirement.

Tax-Efficient Strategies

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.

Tax-Efficient Strategies

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.

Social Security Optimization

See how to maximize your Social Security Income. Helping you make the big decision, like when to start receiving benefits.

Social Security Optimization

See how to maximize your Social Security Income. Helping you make the big decision, like when to start receiving benefits.

Budgeting Tools

Providing you tools to help manage your budget, track spending in various categories, and manage expectations for future spending.

Budgeting Tools

Provide your clients tools to manage their budget, track spending in various categories, and manage expectations for future spending.

Student Loan Management

Use our unique student loan module to illustrate different scenarios so you can reduce payments. Helping ease the burden of student debt for yourself.

Student Loan Management

Use our unique student loan module to illustrate different scenarios so you can reduce payments. Helping ease the burden of student debt for yourself.

Insurance Needs Evaluation

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.

Insurance Needs Evaluation

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.

Demystified Estate Planning

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.

Demystified Estate Planning

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.

Account Aggregation

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.

Account Aggregation

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.

Streamlined Client Onboarding

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!

Streamlined Client Onboarding

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!

Get started with your financial plan – easy as 1, 2, 3

1. Create and account

2. Use the guided process to enter your financial data

3. View and track your net worth, income, and spending

Create account

Get started with financial planning – easy as 1, 2, 3

1. Create and account

2. Use the guided process to enter your financial data

3. View and track your net worth, income, and spending

Create account