McLean’s chosen online planning platform addresses your ongoing financial planning considerations and scenarios. The robust planning platform allows for interactive web and mobile app access to the Goals-Based Financial Plan developed during your Base Financial Planning engagement at any time. Some of the features of the online experience include:

• Ability to engage in interactive, real-time evaluation of your financial plan
• Ability to conduct ongoing scenario testing
• Aggregation and daily synchronization of your financial accounts
• Allows you to temporarily adjust some of the plan’s underlying goals and strategies to evaluate their potential impact on the plan’s success rate without overwriting the plan developed in conjunction with your Advisor

The online planning platform is where your financial plan will “live and breathe.” Your initial Goals-Based Financial Plan will be loaded into your planning portal, allowing you to interact with your plan in real-time to run additional analyses, test scenarios, and update it over time.

• Ongoing Goals-Based Plan Updates
• 24/7 Access to your financial plan via the online platform
• Updated retirement projections
• Ongoing review of reliable income funding sources
• Investment guidance
• Tax planning analysis
• Insurance review
• Medicare election consulting if applicable
• Pension Review (if applicable)
• Education planning (if applicable)

Refer to the Standalone Planning Engagement page for additional details about the included services.

Yes. McLean recognizes the importance of underlying economic assumptions and their impact on a financial plan. As McLean updates its economic assumptions, your plan’s underlying economic assumptions will be updated as well.