Tools and Features

As we work as your navigator, we have provided you tools and resources to feel comfortable in the driver’s seat.

 
 

Financial plan and Risk Analysis

Create a basic financial plan for yourself with our free online financial plan builder. Or take a free risk analysis to see if your portfolio matches your risk tolerance.

 

Financial Navigator

Sign up for a free trial of the Wealth Compass Financial Navigator. See all of your accounts in one place, track spending, investments, and take control of your finances

 

calculators

Try these online calculators to answer quick questions about retirement, home affordability, taxes, and saving.