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 generator

Create a basic financial plan for yourself with our free online financial plan builder. See if you are on track for your goals.


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



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