{"id":8105,"date":"2017-11-01T11:27:29","date_gmt":"2017-11-01T18:27:29","guid":{"rendered":"http:\/\/canary.kcprod.info/blog\/?p=8105"},"modified":"2022-01-11T17:12:28","modified_gmt":"2022-01-12T01:12:28","slug":"easier-way-plan","status":"publish","type":"post","link":"https:\/\/canary.kcprod.info/blog\/easier-way-plan\/","title":{"rendered":"The Easier Way to Plan"},"content":{"rendered":"

The first step to planning for your financial future is having a solid snapshot of your finances today. That’s why financial advisors always start by asking you to fill out forms, gather all your financial statements and estimate your current savings and spendings. If you’ve managed planning on your own, you likely started building a spreadsheet to track your accounts and calculate estimates. In either scenario, it can be a lot of work. Not to mention, when there are significant changes to your accounts — such as a major purchase or selling off some assets — you either have to reach out to your advisor or rebalance your spreadsheet. In other words, the onus is on you to stay on top of everything.<\/p>\n

But what if it could be easier?<\/p>\n

Good news: it can be. At Wealthfront we know that you live your life through technology, so setting up and maintaining your financial plan should be<\/em> an automated process. With our financial planning solution, getting started only takes a couple of clicks. You connect all your financial accounts, and we take it from there. And today we\u2019ve made it even easier to take the first step.<\/p>\n

<\/p>\n

More Breadth<\/strong><\/h3>\n

We now helps you better understand which of your accounts are important to connect to help you build the most accurate and personalized financial plan. We cover a wide and diverse set<\/a> of account types and asset classes — from checking and savings accounts to mortgages to student loans — to ensure we\u2019re capturing your complete portfolio of your assets and liabilities. Even better, you can link to those accounts instantly and securely. No paperwork, no guess work.<\/p>\n

Smarter Recommendations<\/strong><\/h3>\n

Our automated financial planning is also smart enough to know which accounts might be missing from your dashboard. For example, if you work for a public company, we will suggest that you link your equity compensation account. If you\u2019re married, we will suggest you link your spouse\u2019s Wealthfront account. As you progress through each suggestion and add each of your accounts, your plan becomes more accurate. And because our suggestions are tailored to your situation, you know you\u2019re not wasting time with a pre-formatted list of questions that every client gets with a traditional advisor.<\/p>\n

Better Automation<\/strong><\/h3>\n

For each account type you link, our advice engine, Path, does some automatic number crunching<\/a> to project how your future net worth might look and what you might need to spend in retirement. In the near future, we will help you create multiple goals and understand the tradeoffs between each goal type. All of this done with software, in just a few minutes.<\/p>\n

Because we\u2019re linking directly to your different financial institutions, your plan updates automatically as your saving and spending behaviors change, as well as when the value of your investments change or when you pay down debt. So our insights will always accurately reflect what’s going on in your life.<\/p>\n

The New Frontier of Planning<\/strong><\/h3>\n

We\u2019ve said it before, but it\u2019s worth repeating: when it comes to financial planning, software is better than people<\/a>. With our financial planning, you don\u2019t need to pay the high fees of a traditional financial advisor, nor do any of the heavy lifting to get started. We make it easy so you can focus on what\u2019s important: living the life you want.<\/p>\n","protected":false},"excerpt":{"rendered":"

The first step to planning for your financial future is having a solid snapshot of your finances today. That’s why financial advisors always start by asking you to fill out forms, gather all your financial statements and estimate your current savings and spendings. If you’ve managed planning on your own, you likely started building a […]<\/p>\n","protected":false},"author":7,"featured_media":7682,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"footnotes":""},"categories":[1278,1360],"tags":[2261,2216,2200,1697,2192,2174],"coauthors":[1036],"class_list":["post-8105","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-planning","category-product-news","tag-account-linking","tag-automated-advisor","tag-financial-advisor","tag-financial-planning","tag-path","tag-software"],"acf":[],"yoast_head":"\nThe Easier Way to Plan | Wealthfront<\/title>\n<meta name=\"description\" content=\"Financial planning usually requires a lot of work, either with an advisor or if you do it on your own. 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