Are you anxious about your financial situation? Worried about retirement? When did you last do a financial check-up? A FINRA Foundation study found that two-thirds of Americans would fail a basic financial literacy test. In the struggle for financial progress, our emotions can run hot and high. So much to know. So many decisions. And patience runs thin amid data exhaustion.
But you can relax.
Your employer can give you direct access to an unbiased, non-selling CERTIFIED FINANCIAL PLANNER™ professional—your personal financial coach—to build knowledge and confidence around your finances with a comprehensive financial plan tailored to your goals.
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.
Estate planning and trust services include:
After completion of your estate plan, you can print your documents directly from the platform or request to have it printed & shipped to you at a small fee. Each page in your documents includes a QR code that allows loved ones the connivence to locate where the estate plan was created and stored. Along the way if you have any legal questions, you can request to consult with an attorney through their vetted attorney network at a pre-negotiated rate.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.