Hi Financial Expert,
We’re making some exciting updates to your Client Portal to give you a more modern, intuitive, and helpful experience.
As part of these improvements:
- Goals Tab Update: The current Goals tab will be replaced with My Plan—a new feature that gives you a clearer, more personalized view of your financial goals and progress. Get started with My Plan
- Explore Mode and Workshops Retiring: On July 15, Explore Mode and Workshops will be retired to focus on more streamlined and impactful tools.
These changes are part of an ongoing effort to make your experience more engaging and easier to navigate.
Thank you for being a valued part of our community. We’re excited to continue supporting your financial journey.
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