Advisor ProStop juggling logins, statements and spreadsheets. Add what you have once, follow five setup steps, and see your net worth, your goals and where your plan leads, year by year.
Add each account and debt once. Your net worth is added up for you, and a chart shows how it changes month to month. On Plus, connect your bank and investment accounts and their balances come in on their own.
Set each goal with a target and a year. Your plan shows what you’re saving each month and whether you’re on track. The calculators show what a Roth, a W-4 change or a faster debt payoff would mean for you.
A short checklist gets you set up, and the app always shows your one next step. After that, the projection, the checkup and 28 calculators do the work a spreadsheet would make you build.
Dana kept their accounts in a spreadsheet she updated when she remembered. She added their checking and savings, two 401(k)s, a Roth IRA, the kids’ 529, the house, the car, the mortgage and the car loan, and their net worth showed up on one screen. She set goals for college and an emergency fund, then used the college calculator to see what their son’s fund needs each month.
Marcus wanted to know if he could stop working at 63. He entered his 401(k), his IRA, his brokerage account and his checking, what he earns, spends and saves each month, and his Social Security estimate. At 63, his plan says Needs attention: his money runs out at 84. He can move the age and see the plan again, and the Social Security calculator shows the claiming age with the highest lifetime total. When he wanted a second opinion, he asked for an advisor from inside the app.
Priya had a little in checking, a 401(k) from her new job and almost nothing set aside for emergencies. She worked through the setup steps, and her checkup pointed out the one thing still missing: a goal. She set one, $12,000.00 in emergency savings by 2028, and her setup was done.
These are made-up people, used to show how Advisor Pro works. They are not real customers, and nothing here is a result anyone got. The screens are the real app showing their example numbers.