DIY Projections – Quick-Start Guide

This page has been developed to help you get started as your own retirement planner with our new DIY Projections Solution.

Read on!

Key Principles – Why DIY?

We believe there are several key principles that will make this DIY platform valuble to you:

  1. Investor-led planning – We believe investor-led planning puts financial planning at the heart of what’s important: you, your plans, your objectives. Meaning, the ability for DIY investors to enter their own data, see their own results, manage their own planning ultimately gets investors engaged about their financial future.
  2. Collaborative work makes for better outcomes – We believe when the DIY investor and the support model work well together – better outcomes happen. By using the platform, while the DIY investor does all the work, the value-add to the DIY investor comes from support: understanding software functionality such that the investor better understands the context of their financial decisions. This way, the platform and its features can be provided to investors in a lower-cost structure than other solutions.
  3. Higher customer satisfaction – We believe the outcomes from investor-led planning and collaborative work translate into higher customer satisfaction. This opens up even more opportunities over time to streamline processes and improve services.

How to get started?

We’ve broken down your DIY retirement planner role in two key phases…

1. Onboarding Phase: During this phase you (the DIY investor) creates a free account, logs into the account and completes your payment. You can get started with the Discovery phase after payment.

2. DIY Planning Phase: During this phase you will complete three (3) key sub-phases: Discovery – includes entering all your facts and information; Foundation – includes a summary of your facts and information, including some edits and then Planning – includes detailed income and spending projections, and you can log your own actions as required.

Onboarding – Creating an account

Onboarding with us consists of signing the waiver/disclaimer, creating an account, then completing payment before we “open up” the platform for you. 

  1. Once you complete the waiver/disclaimer, we will send you a link to create your account.
  2. Onboarding questions take just 3-5 minutes to complete.
    • These questions are required since they help identify a “fit” for the software use. Meaning, if the answers align with the software configuration you become a perfect candidate to use the software on your own. For example, individuals with more than one rental and/or individuals that have a corporation are not good candidates for this solution due the complexities involved. If you have a corporation, yes, you can use the DIY solution but you will need to treat your corporation as a non-registered account. DIY is not yet enabled for corporations due to the complexities involved. You can always use our Done-For-You services for your complex projections!
  3. Answers to all onboarding questions will create your “Profile” in the software. You can update your “Profile” later on if needed.  

Here are some examples of the questions:

Onboarding - Where do you live

*Where do you live in important to know since you can use the software to understand tax implications. 

Onboarding - Do you have any debt

*Including debt payments in the software is important for accuracy and helping to time retirement income streams.

Onboarding - What accounts do you have

*Ensuring your Onboarding questions are complete and accurate is important. Including all accounts and all assets related to those accounts will help create a more accurate retirement projections report or plan for you. 

Completing Payment

After signing the waiver/disclaimer, creating an account, you will complete payment before we “open up” the platform for you. 

Full access to the DIY Planning Phase will then be provided. 

You can use the software on-demand, as much as you want, when you want!

Unlike other software platforms, there is no trial period. Instead, we believe in opening up the software so you can use it as much as you wish and whenever you wish over a 90-day initial engagement period. Use the software just like a financial planner does but instead for a fraction of the cost.

After 90-days, you will continue to have access to the software for a very low monthly renewal fee including our ongoing support.

There is already built-in help into the platform.

And…we’ll be available for support too.

If you want to see the details of what you can use the software for, how, and the high-value results you’ll get from being your own DIY retirement planner, check out the following page for more details. 

If you’re ready to get started, Contact Us and we’ll send you the waiver and link to the solution!

Mark and Joe. 

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