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Premium Feature
Complete Picture
Every dollar you own and owe — finally in one place.
Most tools track a slice of your finances. MySmartWealthPlan captures all of it: income, expenses, investments, savings, student loans, credit cards, mortgages, home value, vehicles — even future inheritance — so your projections reflect your real, whole financial life.
Total Net Worth
$393,000
Investments
$231,000Home Equity
$185,500Cash & Savings
$45,000Debts
−$68,500Student loans, inheritance, vehicles & more — all in one view
Your full net worth — every asset and debt in one view.
What you get with Complete Picture
All assets & debts
From 401(k)s to student loans to home equity, nothing is left out.
Future inheritance
Factor in expected windfalls so your long-term plan is truly complete.
True net worth
One honest number that updates as your life and finances evolve.
Whole-life planning
Because real decisions depend on the full picture, not a fragment of it.