Financial Planning App Training Videos

Learn how to complete your profile.

This training video focuses on entering your family profile into your plan. Your household is used to calculate taxes, assign beneficiaries and track goals within the projection. For additional information on entering your family profile please review this help center article.

Step 2: Income

This training video focuses on step two of the initial data entry where your income is input into the plan. This area is used to customize income types, annual increases, timing, and taxation for the client and co-client. For additional information on entering your income please review this help center article.

Step 3: Savings

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Step 4: Net Worth

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Step 5: Expenses

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Step 6: Goals

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Get Started on your Financial Plan Today!

These videos show how to add your information to our financial planning app. Please don't hesitate to contact us with any questions.

Brad@PointLomaAdvisors.com

619-798-6400