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The Fiscal Lens Tools

BUDGETING

Have a plan, don't just wing-it
  • See your annual cash flow by month to determine savings opportunities or expense issues
  • Create monthly and annual budgets for two years
  • Get federal tax estimates
  • Explore what-if scenarios

“Understanding cash-flow is the first step to financial security”

INVESTMENT TRACKING

Actively monitor your investments
  • Track your investments daily, monthly and annually
  • Compare your performance to the four major indexes
  • Monitor your accounts separately
  • See your performance graphically over time

“Are you maximizing your investment returns to meet your goals?”

RETIREMENT PLANNING

Understand your retirement plan
  • Determine if you are on-track
  • Estimate net worth at different milestone dates
  • What-if different scenarios
  • Track your home equity
  • Explore Social Security options

“Proactively plan your retirement and see how different variables impact your plan”

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