(781) 235-4426 | CLIENT LOGIN

(781) 235-4426 | CLIENT LOGIN

MyWealthGuide

Take control of your future

An easy-to-use financial wellness app that encourages simple behavioral changes through awareness and education of healthier spending and saving habits.

All you have to do is enter your age and income

 

Take control of your money.
Download the app for free!

Take control of your finances by doing easy things every day to help improve the impact of your money.

Don’t know where to start? Don’t worry. Just enter your age and income, and the app instantly gives you a targeted plan. It’s that easy!​

With your simple-to-follow target plan, you’ll be able to better oversee your retirement funds, budgeting, emergency savings, and even insurance coverage__right from your phone. Complete weekly and monthly spending challenges designed with guidance and backed by the knowledge and experience of financial professionals. You can even sync bank accounts, credit cards, and loans to get a more accurate view of all your finances in one convenient place.

Your Personal Target Plan:

Everyone’s financial life looks different. When you start using this app, all you have to do is enter your age and income and you’ll instantly get a targeted plan. This plan gives you information to let you know if you’re on or off track in every area of your financial life including: ​​

  • Retirement: Track your retirement contributions to help you reach your target retirement savings goal
  • Budgeting: Stay focused on your budgeting goals through simple, effective behavioral changes
  • Emergency Savings: Prepare for the unknown by saving for essential expenses
  • Life Insurance: Understand the amount of coverage you should be working toward according to your income, lifestyle, and family size
  • Debt: Learn what is the right amount of debt to carry through goals to decrease your spending so you’re able to pay off debts faster
When you sync your bank accounts, credit cards, and loans to your profile, this app will be able to give you a more detailed target plan that includes your monthly payments, helps track your spending habits and suggests more accurate ways to adjust your budgeting to get you and your finances where you want to be.

Videos

The MyWealth Guide video highlights the importance of taking control of your money—how much you spend and how much you save. Use this video to show Plan Sponsors how with MyWealth Guide little changes can make a big impact.
The MyWealth Guide will suggest weekly and monthly challenges like reducing spending in certain lifestyle areas, to help encourage you to make changes that result in real improvement. Seeing your progress is encouraging and helps keep you aware of spending habits that may be keeping you from reaching savings goals faster.

Take control of your money.
Download the app for free!

 




























































NOTICE

You are now leaving DST1031HQ and entering the marketplace site, PrivateCapitalHQ. By proceeding, you understand you are subject to the terms and conditions of PrivateCapitalHQ.com found in the Disclosure.

CONTINUE TO SITE