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MyPath: Spending & Budgeting

Spending and budgeting are the bedrock of any financial plan. These granular items are often overlooked when it comes to retirement planning. There are many tools available to help us keep track of how we spend our money. Our client portal, MyPath, has a built in functionality to help you with spending and budgeting. This tool is free to all of our clients. If you would like this access and don't have it already, please let us know!

Attached below are two PDFs that walk you through this part of MyPath.


Note - We cannot view your spending history or budgeting unless you give us permission to do so. We will be able to view your bank account balances and credit card liabilities as a total dollar figure but not the transactions.

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