You have been invited by your advisor to join Planworth's Client Discovery Tool/Client Portal. Planworth is a financial planning software being utilized by your advisor to assist individuals like you with developing and updating their wealth plan.
In order to sign up for the Client Discovery Tool/Client Portal, click here. The Client Discovery Tool and Client Portal are both mobile friendly, although certain detailed financial projections are best viewed on desktop. Once you sign up, you will have an account login/password and you can log back in any time to access the Client Discovery Tool or the Client Portal.
The Client Discovery Tool involves four basic steps set out below. You will either be confirming information entered by your advisor or answering queries. Once you have entered or confirmed the information, you will have access to a Client Portal (which provides summary of information selected by your advisor).
Step 1 - Basic Information
The first step confirms basic information such as name, date of birth and US person status. This step also confirms your marital status and allows you enter basic information about your partner (if applicable).
Step 2 - Family Members
The next step will involve adding any family members such as children, grandchildren, dependents and pets. You will also be able to view a family tree that will allow you to confirm if the illustration reflects your situation accurately.
Step 3 - Preliminary Data
The next step sets out basic questions about career status, income, assets, liabilities and estate planning documents. You will first answer questions about you and then answer the same questions about your partner (if applicable). These are general questions and any details (e.g., pension details or mortgage details) are addressed in Step 4.
Step 4 - Assets and Liabilities
The last step allows you to provide details about your assets, liabilities, pensions and insurance.
Missing Information/Unsure
If you are unsure of any of the details about your assets, liabilities, pensions and insurance policies in Step 4, you can skip any question and let your advisor know that you need additional guidance. You can also return and login any time to fill in missing information.
Client Portal
Once you have completed Step 4, you will have access a Client Portal (which begins with a Client Dashboard view). This provides summary of information selected by your advisor.
