So, what is the Financial Planning Client Portal?
The client portal is your personal financial website. The client portal displays a dashboard that gives you a clean and clear view of your entire financial picture. You can view all of your investments, track your spending, create budgets, and monitor your financial plan within the portal.
Creating a financial plan/roadmap has never been easier. By utilizing your portal's tools, you and your Pharos Wealth Management financial advisor can work together to build a financial roadmap.
Test the waters?
If you're not sure the financial planning process is right for you, test the waters and use our interactive retirement tool. It'll walk you though a few simple questions and give you insights about your goals and how to get there. To check it out, click the link below. If you'd rather get straight to it and talk to a Pharos Wealth Management financial advisor, give us a call.