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Take control of your financial world

PERSONAL FINANCIAL WEBSITE
Without a pension to rely on staying in charge of your finances is critical. Unlock your money's potential with a real-time, 24/7 view of your complete financial picture from any device. With insightful tools like our Interactive Goal Planner and Probability Of Success scenarios, you can make intelligent decisions based on your actual spending, savings and investment info, leading to greater peace of mind knowing you're in charge. But don't go it alone. Collaborate in real-time with a thrivealike Financial Professional.

Those who track what they have fare better

Manage Your Wealth & Well-Being

GET ORGANIZED
Connect all your accounts for a consolidated view of your entire financial picture.
GOAL PLANNER
Prioritize your most important financial goals then visualize your success with Interactive Goal Planning.
MONITOR INVESTMENTS
Interactive charts and detailed views help you keep up to date with all your financial accounts.
AVOID FEES
Save money by being alerted to low cash balances and unexpected account fees.
ENCRYPTED DIGITAL VAULT
Safely store your most important financial documents, accessible 24/7.
SMART BUDGETING
Set and monitor budgets to see how small changes can lead to bigger impacts.
CUSTOM ALERTS
Create alerts for important dates, account & investment changes and unusual activity.
TRACK SPENDING
Know how much you are spending, and where.*
* You control the privacy of your website and have the option of providing your Advisor with no spending data, category-only data, or the full view of all data.

SAFE & SECURE

Your Personal Financial Website provides extra layers of protection to keep your data safeguarded around the clock. Our advanced security protocols, such as Secure Socket Layer encryption, firewalls and audits ensure that no unauthorized access is granted, giving you peace-of-mind when it comes to managing your finances online.
Password Protection
Highest Encryption (256-bit)
Routine Security Testing
2-Factor Authentication

Goal Planner

Whether you're picturing life in retirement, saving for your child's education, or renovating your home, the best time to plan for it is today. With the Interactive Goals tab you can easily add your financial goals and track your progress toward funding them from wherever you are, at any time. Visualize what you will need to do to achieve your goals with our "Probability of Success" tool, where you can test your different goals and financial strategies.

HOW PFW WORKS

  • STEP 1
    Choose Your Bundle
    Select which bundle fits your needs, then create your own secure user name and password.
  • STEP 2
    Introductory Questions
    Answer a short series of basic questions to help input your current finances and future goals.
  • STEP 3
    Link Your Accounts
    Make sure to connect all your financial accounts to gain a full & accurate picture of your finances.
  • STEP 4
    Set Custom Alerts
    Save money by being alerted to low cash balances, fees, large purchases or withdrawals, and more.
  • STEP 5
    Prioritize Your Goals
    Visualize what steps are needed to achieve your goals with the "Probability of Success" tool.
  • STEP 6
    Real-Time Advisor Access
    Collaborate with a thrivealike Financial Professional via Chat, Screen Share, Email or by Phone.
  • START THRIVING
    See Your Finances Come To Life!
    Easily manage and track your financial goals with spending & budgeting tools, monitor your investments and have continual access to a thrivealike Financial Professional.

GET STARTED

Personal Financial Website

$19 monthly Now FREE with any Planning Bundle
Choose Your Bundle
What You Get...
  • Personal Financial Website
  • Link all of your financial accounts in one sign-on
  • Encrypted Digital Vault
  • Real-Time access to a thrivealike Financial Professional*
  • Goal Planner Sessions with a thrivealike Certified Specialist
  • Unlimited "What If" Goal Scenarios
  • Investment Portfolio Analysis with a thrivealike Financial Professional
  • Compare different goal plans side-by-side vs. your current financial situation
  • Unlimited "Probability of Success" scenario runs
  • Goal cost reports
  • Compare different funding scenarios to see how to best achieve your goals
  • Predict if and when you fall short of funding your goals
  • See what will be left to your heirs
  • And More...
*Access a thrivealike Financial Advisor during business hours via PFW Chat, Screen Share or phone call. Email any time and get a response or call back either same day or by the next business day.

Not sure where to start? Schedule your free consultation with a thrivealike Financial Professional

The idea of retirement is an exciting time in one's life, but without a pension it can also be a scary prospect. One way to help ease the anxiety and become more confident about your financial future would be working with someone who is trained to find solutions to the risks and challenges you will face in retirement.
1. Share a little info
Create your financial snapshot by sharing basic information about you and your finances, what stage of Retirement Planning you are in (pre or post), and your current plan to recreate your paycheck in retirement without having a pension.
2. Free consultation
Uncover the potential of your retirement goals in just 15 minutes! Your virtual consultation with a thrivealike Financial Professional will give you an understanding of where you stand and what it will take to get you closer to financial freedom.
3. Decide to thrive
Harness the power of financial expertise with a thrivealike Certified Specialist who will create a customized plan with investment strategies tailored for you and the unique challenges you face when retiring without a pension.

Don't wait...Schedule your free consultation below

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INVESTMENT & RETIREMENT INSIGHTS
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