My Wealth Health is your personal dashboard to see your entire financial life in a glance. Whether its tracking your net worth, reviewing you budget, storing all your important financial documents in one secure place, My Wealth Health is your go-to platform.
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Cash Flow Management
Cash Flow is the-blood of any financial plan. Being able to know where every dollar is going is crucial to transforming your relationship with money.
Investments & Retirement
Are you on track for financial independence? Imagine being able to stress test your plan and see how you are trending towards your wealth building goals.
Legacy & Estate Planning
Legacy & Estate Planning Is generational wealth important to you? Imagine having a dashboard that will organize your entire plan and documents in one place.
Student Loan Analysis
Use our unique debt & loan modules to illustrate different scenarios and pick a plan that works for you.
Account Aggregation
Bring together your bank accounts, credit cards, and externally-held investment accounts all in one place.
Budget Magement
Manage your budget, track spending in various categories, and manage expectations for future spending.
