Engage On Your Terms

Goals change. Resources change. Markets change. Making sound financial decisions along the way is fundamental to living a great life. Together with your advisor, you have the power to navigate life’s course corrections with personalized roadmaps and support.

Your advisor creates your Priority Action List from your HonestConversations® exercise results. 

Your Priority Action List identifies the parts of your life that
affect your financial goals and gives you a disciplined plan
to address each item.

  • Track where you stand towards achieving your goals.
  • Measure your progress on outstanding action items

GuideCenter® is a dynamic, easy-to-use online portal
you engage with your advisor to manage 
your financial life 
anywhere, anytime.

It allows you to take charge through life’s changes with
complete visibility and total control—no matter how
complex life can become. Access, store, and share all of
your financial information in one place including accounts,
portfolios, and goals.

  • View your complete financial life in real time from any
  • Communicate with your advisor 24/7 through email
    and our proprietary VideoMessenger tool.

GuideBook is a modern approach to summarizing your
financial life priorities, investment portfolios, and
goal-based action plan in one place.

It’s a consolidated summary of your entire financial life—with
step-by-step support to keep you informed, engaged, and
motivated. As your priorities change and your financial plan
adapts, GuideBook can help you stay on track with your goals.

  • Summarize your priorities, portfolios, and action plan.
  • Access a modern, magazine-quality financial document.

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