Have You Ever Wondered...

What your financial future looks like?

For many people, a full financial plan can be time-consuming to prepare and generate complicated output not appropriate in all situations. Wouldn’t it be nice if there were a simpler way to get a holistic view of your changing wealth management needs and track progress towards meeting your future financial goals?

myGPSTM provides an intuitive way for individuals and families to gain a more holistic view of their current and future financial situation. In doing so, it supports an important aspect of wealth planning, which is developing valuable insights into how to reach short- and long-term goals.

If I live to be 90, will I have sufficient funds to maintain my current and/or desired lifestyle?

Based on the information provided, myGPSTM will project income, savings, taxes, expenses and the value of your assets into the future.

How does changing my financial assumptions impact my future financial situation?

It is impossible to know for certain what will happen tomorrow. To provide a financial projection, however, certain assumptions about what will happen in the economy have to be made. But what if some of those assumptions prove to be wrong? What if, for example, you were forced to retire early? Or perhaps you end up spending more in retirement. The myGPSTM Retirement Analysis allows you to independently change the assumptions you have made about the future to see how that change will affect your overall finances.

If I die tomorrow, will my family be sufficiently provided for financially?

Estate Impact Analysis and Life Insurance Analysis – Anticipating your future financial needs is a difficult task. Anticipating your family’s future financial needs should you or your spouse die unexpectedly, is an even more difficult task. myGPS™ can help you identify any potential financial shortfalls should an unexpected tragedy strike you or your family.

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Detailed Budget Worksheet

myGPS Questionnaire and Worksheets

Please send me my copy of the myGPS Questionnaire and supporting worksheets.

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