My Secure Financial Butler Website

How do I keep track of my investments?

Every client is provided a “My Financial Butler” private financial planning website. 

Your private financial planning website can consolidate all of your financial information (even on accounts we don’t manage, such as your 401k, Fidelity, Vanguard, T.Rowe Price, Schwaab, Etrade, Scott Trade etc…) into one snapshot while striving to update daily asset allocation and how much risk do you have across all your portfolios.

You will be able to add your income, expenses, pensions etc… and generate a year by year cash flow projections so the system can strive to show you if you are aiming to meet your goals. This Cash Flow projection is in real time and will update with your asset values and strive to show you if you are still on track to meet your goals at any point in time.

You will be able to link your credit card and checking accounts to pull in all your spending transactions which will allow you to see how you your money is being spent across all categories. It allows you to track unwarranted charges and refunds. You can also create a budget within the website that will match up to your spending transactions.

You have access to an encrypted online vault where you can store digital copies of documents such as wills, trusts, insurance policies, photos, deeds, etc. for easy reference whenever you need to read through them.  You can take pictures or video of your personal property, upload the video and have it for back up proof in case of a loss.

There is an organizer and workshop tab that allows you to update your income, itemized expenses, assets, liabilities, insurance policies and more that will automatically update your cash flow planning projections as you play the game What If ?

 There is also a financial planning checklist within the organizer to reference suggestions on planning & money saving ideas to help you more organized with your finances.

To see an example of the website you will have access to, Please click the following link or copy and paste into your web browser https://wealth.emaplan.com/ema/SignIn?ema%2flpl%2fwilkinswealth.

THE USER NAME is: william.wilkins@lpl.com and the Password is: Password1 (The password is case sensitive so please make the P a capital) If the system ask you any security questions the answer is always green

Additionally here are some sample screen shots that are hypothetical examples and is not representative of any specific investment.  Your results may vary.