– Working Directly with a CERTIFIED FINANCIAL PLANNER™
– Visual Representations of Your Spending
– Retirement Projections
– Goal Completions (saving for a wedding or vacation)
– All of Your Financial and Investment Accounts in One Place
– Access to the “Digital Vault” Where Documents Are Safe From Any Disaster
Wealth.com, in association with My Financial Coach, allows you to create state-specific digital estate planning documents that determine how your assets will pass to your loved ones and designate key decision-makers. This is a $4,500 to $7,000 value that is included in the price of planning for the “Financial Coach Guided” option only.
Estate planning and trust services include:
After completion, get complimentary printed copies of your estate plan documents mailed directly to you. The pages include a QR code feature that allows for easy and quick access to digital copies of your documents. You can also choose to grant trusted individuals emergency access to your digital platform should the need arise. You also have the option to consult directly with an attorney for 30 mins at a pre negotiated cost.
