Here are a few tips to help you get the most from what Prospr has to offer.
1. Link your accounts
When you link your financial accounts to your Prospr profile, you can see all your different banking and investment accounts in one place. Linking your accounts also helps populate your profile automatically and keep it up to date. Not only that, it’s secure and confidential.
Linking your accounts helps you understand your finances by showing you:
- How much you earn
- How much you’re spending and saving
- How much you’ve saved so far
And why would you want to know that? Well, it sets you up to...
2. Explore your goals
After you’ve linked your accounts, the next step is to explore your goals. These are designed to help you figure out where you’re going and set out the steps to get you there. Your goals help identify what you’re working towards, and how far along you are. And with your accounts linked, any goals you select will automatically be customized to your financial situation. If the time comes that you want to talk to an advisor, having all that information in the system makes everything faster, and helps you get advice tailored to exactly what you want to achieve.
3. Get your financial roadmap
Now that you’ve set up your goals, you can benefit from meeting with a Prospr advisor and setting up your financial roadmap.
What’s that? Well every journey needs a map, and your financial journey is no different! A financial roadmap gives you a bigger picture view of your finances and where they’re headed. Think of it as an easy way to map out your financial future and an important tool for your wealth management. It even comes with clear steps to help achieve your goals.
Bonus! Since you’ve already linked your accounts and filled out your goals, you’re all set to meet with a Prospr advisor without needing to do any extra prep. Your roadmap will automatically update. #winning
Not sure what step to take next? Connect with a Prospr advisor for guidance.
