Building a financial account tracker

Creating a financial account tracker

Let's find all your accounts and policies and create a tracker to help you manage and get help from financial experts

Price:

125

Who's it For?

Anybody

Sessions

For a flat price, you get as many sessions (up to 5) as required to meet the goal. Sessions can be as short as 30 minutes to as long as 90, depending on the needs.

For a flat price, you get 3 sessions, which can vary in length between 30-90 minutes based on scheduling. We'll identify two key achievable goals, as well as other future goals. Then work on them together!

Average number of sessions for this pack:

Tasks we'll accomplish in this pack

Mental prep

Review pre-work: You'll listen to key resources on how financial advice tools work
Discuss your plans for getting help from financial services or financial tools

Identifying

Reviewing your digital tool fluency and preferences
In-depth Q&A of your employment and account history to find all accounts
Worksheet: Turning history into a draft account/policy/institution list

Building

Deciding how we'll build the tracker: spreadsheet, account aggregator app, or other tool
Signing in to each, finding key names, identifiers, and logging them in the draft tracker
Ensure the structure works for you and will be an easy digest for any financial professional
Build a process for keeping the tracker up to date

Problems this pack addresses:

Almost any financial service you get these days needs to be able to get a look at your whole financial picture. Heck, if you live in a city like New York, even your landlord wants a list of your financial accounts. While there are a number of tools that help, there's still the work you have to do to remember and link everything together. That's what this pack addresses.

Instead of cobbling together lists over and over again, create a tracker that you can use and maintain once and for all.

What can you expect in this pack?

Upfront, clear expectation-setting on what we can accomplish.

We'll divide up the work between us where possible, working virtually and between sessions.

We’ll identify achievable homework to do between sessions

You'll receive easy-to-grasp research on the state of today's financial offerings and key factors you might consider

After the first session, we’ll set an expectation on number of total sessions needed to complete the pack.

We'll identify natural events in your life that should lead you to revisit what we've put together.

Wayshaping never records or has access to secure information.

During sessions, you will never give us access to your passwords, login credentials, Social Security numbers or any other sensitive information. We never do secure tasks on behalf either; we simply guide you as you take key actions. Sessions are never recorded and neither party will be allowed to secure any session.

Wayshaping never records or has access to private health information.

During sessions, you will never give us access to your health records, medical login credentials, Social Security numbers or any other sensitive information. You may share however much you wish about your medical situation, but none of it will be documented. Sessions are never recorded and neither party will be allowed to secure any session.

Frequently asked questions about this pack

Important information

Wayshaping is a media and personal services business, based in Philadelphia, PA. Trademark pending.

By using this property, you agree to the Terms of Service and Privacy Notice.

Wayshaping is not a financial service provider and does not provide investment advice, tax advice, or financial planning, of any kind. Wayshaping is not an insurance broker. All information related to investing, personal finance, insurance, or banking is for educational purposes only.

Wayshaping assumes no responsibility or liability whatsoever for the content, accuracy, reliability or opinions expressed in a third-party website, to which a published article links (a “linked website”). It is your responsibility to evaluate the accuracy and completeness of any information available on a linked website. All products, services, and content obtained from a linked website are provided “as is” without warranty of any kind, including, but not limited to, implied warranties of fitness for a particular purpose, non-infringement, security, or quality.

Wayshaping life admin services are one-on-one coaching services where educational information is shared with participating clients. The services are a partnership between Wayshaping and the client to maximize personal potential. All actions taken are the sole responsibility of the client. Services do not constitute or include: investment advice, insurance recommendations, tax advice, medical advice, psychotherapy, or financial planning.

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