In this webinar, Tyler Scott provides an overview of WealthVision, Cornerstone’s financial planning platform powered by eMoney. The session demonstrated how clients can access WealthVision through Account View and use the platform as a centralized hub for their financial information.
Tyler walked attendees through the onboarding process, which helps establish a personalized financial plan by identifying goals, priorities, concerns, income sources, family information, and future objectives. He emphasized the value of financial planning at every stage of life and highlighted how WealthVision can help answer important questions related to retirement, spending, Social Security, cash flow, and long-term financial success.
The webinar also covered the key features of WealthVision, including:
- Viewing and consolidating accounts in one place
- Tracking net worth and investment balances
- Monitoring spending and budgeting
- Managing financial goals and retirement projections
- Running “what-if” scenarios using Monte Carlo analysis
- Reviewing investment allocation and account performance
- Securely storing important financial documents in the Vault
- Accessing detailed financial planning reports and cash flow projections
A significant portion of the presentation focused on the Goals section, where clients can model future expenses such as travel, major purchases, education costs, or other financial objectives. Tyler demonstrated how clients can use the Explore Mode feature to test planning scenarios without changing their core financial plan.
The webinar concluded with a review of privacy and security settings, including options for controlling access to spending data and enabling additional account security measures. Tyler encouraged attendees to explore the platform, utilize its planning tools, and contact the Cornerstone team with any questions or for additional financial planning support.
Key Takeaway: WealthVision is designed to provide clients with a comprehensive view of their financial life, helping them track progress toward their goals, evaluate planning opportunities, and make more informed financial decisions.
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