Personal Finance Software, Tracking & Tools

Christel Deskins

Get a real-time view and easily track and manage your entire financial life with our award-winning Dashboard. Build, manage, and forecast your retirement in one convenient place with your Retirement Planner. Compare your portfolio’s allocation to the recommended target allocation and see how well your investments are doing with Investment […]

Get a real-time view and easily track and manage your entire financial life with our award-winning Dashboard.

Build, manage, and forecast your retirement in one convenient place with your Retirement Planner.

Compare your portfolio’s allocation to the recommended target allocation and see how well your investments are doing with Investment Checkup.

Is your portfolio working as hard as it could be? Our Fee Analyzer could save you thousands in expensive hidden mutual fund fees.

Connect all of your external financial accounts (IRAs, 401ks, mortgages, loans, credit cards, checking, and savings) to get a comprehensive view of your money.

We’ll discuss your investing goals, risk tolerance, retirement, and planning for the big stuff like a new baby, starting a business, saving for college, or remodeling your home.

We’ll help identify your investing and retirement goals to make sure we build an investment plan that fits your needs.

Our advisors use our powerful, award-winning tools to provide you with deep insights to create a personalized, tax-optimized financial plan.

Disclosure statement and acknowledgment: The statement is provided to you by (“Author”) who have entered into a referral agreement with Personal Capital Corporation (“PCC”), through which Author will be paid between $70 and $150 for each person who uses this webpage to register with Personal Capital and links at least $100,000 in investable assets to Personal Capital’s Free Financial Dashboard. Author is not affiliated with PCC and Author’s services consist solely of referrals of prospective clients. As a result of this arrangement Author may financially benefit from referring potential clients to Personal Capital. No fees or other amounts will be charged to investors by Author or Personal Capital as a result of the Referral Arrangement. Investors that are referred to PCC and subsequently subscribe for investment advisory services provided by PCC’s affiliated adviser, Personal Capital Advisors Corporation (“PCAC”) will not pay increased management fees or other similar compensation to Author, PCC or PCAC as a result of this arrangement. Additional information about PCAC is contained in Form ADV Part 2A available here.

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