Wealth Mastery Event

Wealth Mastery Event Financial Planning tool is an interactive mobile app that helps the client capture their current economic position and establish their financial outcomes to ensure they are staying on path to Financial Independence on beyond.

• Capture current economic position for client
• Helps client establish Financial Outcomes
• Create financial plan that shows, based on the figures entered, when Financial Outcomes will be achieved
• Allows continued access to the tool for altering variables/figures. This gives the client ability to see the impact of different financial decisions
• Send reminders to client to ensure they are progressing toward their financial outcomes