Saving Domino

How IFA FinPlan Can Help Your Financial Plan Flourish

Saving Domino

In today’s world, a robust retirement requires both a plan and convenience. Working with financial planning software like IFA FinPlan (powered by eMoney) gives clients access to both. Having all personal financial information in one location brings clarity to an already in-depth and sometimes overwhelming process of financial planning.

Having access to IFA FinPlan also gives investors the chance to work with different tools that both report and illustrate different financial outcomes given the many possible paths their lives can take. These include:

  • Budgeting tools
  • Account link access which allows all personal banking, investment, and insurance accounts to be located on one dashboard
  • Personal financial statement reports (balance sheet, income statement, cash flow, etc.)
  • A personal vault where clients can keep important financial and estate documents such as wills, insurance policies, etc.
  • Monte Carlo analysis to help assess probability of financial success
  • Goal tracker to make sure that both your spending and saving needs are being met

When it comes to personal financial information, security is always a priority. We believe IFA FinPlan is a top financial planning software provider in securing any private documentation and information for their clients. 

For more information and help with your personalized late life financial plan, please contact Denise Delaney at 949-428-0457 or [email protected]