Offer #11981 - Digital Wealth Planner

Digital wealth planning is an innovative approach to financial planning that uses technology to help individuals and families make informed decisions about their financial future. It combines the expertise of a financial advisor with the convenience of online tools to provide comprehensive advice and guidance on a range of topics, including retirement planning, investments, taxes, estate planning, and more. Digital wealth planners are designed to help individuals and families make the most of their money by providing personalized advice tailored to their unique needs and goals.

The digital wealth planner process begins with an assessment of an individual's or family's current financial situation. This includes an analysis of their income, expenses, assets, liabilities, and other factors. Based on this information, the planner can create a customized plan that takes into account the individual's or family's goals, risk tolerance, and time horizon. The plan can then be adjusted as needed to reflect changes in the individual's or family's financial situation.

Once the plan is created, the digital wealth planner will provide ongoing advice and guidance. This includes regular reviews of the plan to ensure it is still on track to meet the individual's or family's goals. The planner can also provide advice on investment strategies, tax planning, estate planning, and other topics related to financial planning. In addition, the planner can provide access to a variety of online tools and resources to help individuals and families stay on top of their finances.

Digital wealth planners are becoming increasingly popular as they offer a convenient and cost-effective way for individuals and families to get personalized financial advice. They provide access to a wide range of resources and tools that can help individuals and families make informed decisions about their financial future. With the right digital wealth planner, individuals and families can take control of their finances and achieve their financial goals.

Money :: GET READY TO BUDGET, PAYOFF DEBT, SAVE & INVEST... Get over 400+ hyperlinked planner pages designed to help you build wealth and live your best life on a non-restrictive budget! Made for the Ipad and the Goodnotes App. WHAT YOU WILL GET... TOP SECTION • Goals section (vision board page, 2 yearly goal pages, 4 quarterly goals pages, personal goal page, business goal page & SMART goals page) • Daily planner page • Weekly planner page • Yearly expense page • Meal planner page • Savings section (52 weeks savings tracker, 30 days savings tracker, no spend month tracker, 1k in 30 days savings challenge, 52 envelope savings challenge, 100 envelope savings challenge, emergency fund tracker, birthday fund tracker, travel fund tracker, christmas fund tracker, new car fund tracker, new house fund tracker, savings jar) • Investing section (yearly investment tracking, 401k tracker, IRA tracker, HSA tracker, brokerage tracker, dividend tracker, and net worth tracker) • Debt section (debt confession, debt payments & balance tracker, debt tracker, credit card tracker, car loan tracker, personal loan tracker, student loans tracker, mortgage tracker, debt free tracker) • Bills tracker • Financial summary • Credit tracker • Utilities tracker • Notes MONTHLY SECTIONS • Goals • Calendar • Tracking • Monthly Budget • Paycheck Budget • Budget Close Out • Income Tracker • Expense Tracker • Investment Tracker • Sinking Funds Tracker • Savings Tracker • Debt Payment Tracker • Debt Update Tracker • Net Worth Tracker • Notes BONUS - 50+ Digital stickers!

Released on Saturday 29 October 2022 - Total : $0 - Past 30 days : $0 (1st tier : 30% - 2nd tier : 0%)

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