My Life section of the platform provides personalized financial planning capabilities. As a result, accessing these capabilities require you to login. The Personal Financial index® is a powerful diagnostic tool to assess your current as well as your future financial health. In a few easy steps of different selections, it shows you different areas where you are doing well and highlights those requiring attention.

Financial Plan is a premium service and allows you to develop a personal financial plan in a few easy steps. If you have already gone through PFI^TM, then it uses the information you selected to produce your financial plan. The report produced by this capability provides specific recommendations which are likely to improve your financial management.

Life Cycle Events covers major life events that have significant implications to your finances. This section covers events such as a birth in family, marriage, and retirement. It also covers certain unfortunate events like a job loss, a divorce, and death in family.