Accessing the Financial Plan by a Client

This portal allows clients to review their current data and recommended strategies.

Navigating to the Client Portal

In Conquest, clients can access their financial plan through a secure online portal, typically provided by the financial advisor for financial planning. Once the advisor has shared the financial plan with the clients, they can log in to their Client portal by using the invitation email sent to them. Here’s a general process and what they can review:

How Clients Access Their Financial Plan:

1. Login to the Client Portal:

   • The client will need to have a username and password for the secure online portal. The financial advisor or firm will typically set this up for the client.

2. Accessing the Financial Plan:

   • Once logged in, the client will navigate to the section that contains their financial plan or documents. This could be labeled as "Financial Plan," "Reports," "Client Dashboard," or something similar, depending on the specific setup in the Conquest system.
     

3. Information Summary:

   • This will bring up a screen with a series of cards. Clients can click on each of the cards to review the information entered. These cards fall under Goal settings or Financial data.
     

4. Review the financial plan:

   • Clients can review their financial plan. There may be a More button at the bottom of the screen that will allow them to view more information.
5. Back to the Dashboard:
6. • Clients can return to the main dashboard at any time by selecting either the Dashboard icon in the left navigation bar or by selecting the logo in the upper left-hand corner of the screen.

What Clients Can Review:

1. Goals and Objectives:

   • The client can review their financial goals (e.g., retirement, education savings, purchasing a home) and see whether they are on track to meet these goals based on their current financial situation and plan.

2. Cash Flow and Budgeting:

   • An overview of income, expenses, and cash flow projections. This helps clients understand their spending habits, savings rate, and how they might need to adjust their budget to meet financial goals.

3. Retirement Projections:

   • Projections of future retirement income, including whether the client is on track to meet their retirement goals. This might include estimates of Social Security benefits, pensions, personal savings, and investment growth.

4. Investment Strategy:

   • A review of their investment portfolio, including asset allocation, performance, and whether it aligns with their risk tolerance and financial goals. This can also include projections of future investment growth.

In addition to the key areas outlined above, clients can also access several other planning stages in their financial plan through the Conquest portal. These include various aspects of their financial strategy, such as education planning, tax optimization, insurance review, and risk management. These additional sections allow clients to get a comprehensive view of their overall financial picture and ensure all aspects of their plan are aligned with their goals.