My Financial Bridge helps you to organize your important financial information in an intuitive manner and makes it easy to retrieve as needed. Using our template documents, upload your records following a logical and simplified method. Track income tax, estate planning, investment, income and insurance resources as well as monitor your personal goals with our Goal-Planning-and-Monitoring tools and assistance from our financial planning team.
Save your favorite family, work and life experiences in pictures, videos, audio and even brief diary entries. Put your life goals down in writing or displayed with visuals. How we manage money says a lot about our personal values and what’s really important to us in life. Store those special moments and thoughts in the Life Events sections of your Bridge.
You’ll discover that My Financial Bridge when populated with your financial information, personal memories and goals will have prepared you to better contemplate and consider what kind of lifestyle you can enjoy and sustain. You’ll be able to identify what’s most important and plan how to manage, accumulate, preserve and distribute your financial resources in a manner that suits your personal goals and values.