Build Your Foundation
When you schedule a Foundational Planning Call, your Financial Advocate can provide you with an in-depth and personalized look at your financial picture by analyzing your account data from the SMARTMap Portal.
On the call, we’ll chat with you about your current financial situation and future goals and use that information to create your financial plan.
We’ll work side-by-side with you to help you understand the financial impact your decisions have on your plan, and we can simulate multiple scenarios in real-time to model your different options.
- Analyzing your current financial situation using your portal data
- Discussing your goals for the future
- Accounting for unique life events
- Reviewing and updating your plan as needed
After your call, all of the reports we generated will be accessible to you through your personal and secure vault that you can access at any time.
Your Foundational Planning Journey
Your Foundational Planning Journey doesn’t end after you hang up the phone! You can request your Financial Advocate to check in with you at increments that make sense for your goals to make sure you’re still on track.
You can also schedule additional Foundational Planning Calls at any time to model new scenarios or make updates to your previous plans.
