Insights Online Planner

Current Insights customers: Login here.

Financial Soundings has teamed up with MasteryPOINT to provide the Insights Online Planner. The Insights Online Planner provides Insights users the ability to:

• View your current Insights Annual Portfolio Review.
• Make quick modifications to your goals and assumptions (retirement age, income goal, risk level, contribution rate).
• Develop a personal risk tolerance.
• Add additional assets (including those of your spouse).
• Add defined benefit pension plans.
• Add additional income sources and known expenses.
• Make in depth modifications to your assumptions and goals.

For your convenience, we have created the Online Planner Webguide to help answer any questions you have about the utility. As a part of the webguide, we have also included a worksheet to help you gather the necessary information to make your Online Planner experience as easy as possible. Download the Online Planner Webguide here.