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Working one-on-one with a Merrill advisor, Merrill Personal Wealth Analysis can help you easily define and prioritize your goals, take stock of your finances and evaluate tradeoffs to create an easy-to-read, personalized plan that will help you navigate your personal financial journey. And if your situation changes, you and your advisor can work together to update your plan so you stay on track towards your goals.
Focus on what matters most Share your finances and feelings about investing to help create a plan that is all about you. |
Set and prioritize your goals Evaluate your goals and determine which are essential, like saving for retirement, and which are more aspirational. |
Review your finances Take stock of what you own and what you owe, as well as your sources of income, so you know where you stand. |
Evaluate your options Weigh the tradeoffs you may want to make to increase the chances of reaching all of your goals. |
Identify potential solutions Look at solutions from Merrill and Bank of America to see which can best help you pursue your goals. |
Easily access your plan Review your plan anytime, sent via secure email or uploaded to your MyMerrill document library. |
Focus on what matters most Share your finances and feelings about investing to help create a plan that is all about you. |
Set and prioritize your goals Evaluate your goals and determine which are essential, like saving for retirement, and which are more aspirational. |
Review your finances Take stock of what you own and what you owe, as well as your sources of income, so you know where you stand. |
Evaluate your options Weigh the tradeoffs you may want to make to increase the chances of reaching all of your goals. |
Identify potential solutions Look at solutions from Merrill and Bank of America to see which can best help you pursue your goals. |
Easily access your plan Review your plan anytime, sent via secure email or uploaded to your MyMerrill document library. |
Knowledge brings confidence. Merrill Personal Wealth Analysis is all about building a personalized plan to address what matters most to you — and more importantly, helping you achieve your goals.
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