FDC Plan on Purpose

FDC Plan on Purpose helps you stay connected to your financial life—anytime, anywhere.

This app is designed exclusively for clients working with a financial advisor who uses FDC (For Days Coming) Plan on Purpose for holistic financial planning.

With the app, you can stay organized, stay engaged, and stay aligned with what matters most in your life.

What You Can Do
• Access all your planning tools in one place - View goals, worksheets, surveys, and documents your advisor shares with you—right from your phone.

• Refresh your goals and track your progress - Life changes. Your goals do too. Update them anytime and keep your plan current.

• Review and complete planning forms easily - Quick, secure access to worksheets and surveys to help you make steady progress with your advisor.

• Stay in the loop with real updates - Get notifications for new features, planning updates, and messages from your advisor.

• View your gaps and what matters most - See your priorities and planning gaps at a glance, helping you focus on the areas that deserve attention.

• Manage your profile with ease - Update your account details, preferences, and notifications whenever you want.

Designed for Your Planning Journey

Your advisor uses FDC Plan on Purpose to help you build a holistic plan—one that aligns your wealth with your life.

This app keeps you actively involved in that process, making it simple to collaborate, stay organized, and stay on purpose.

Note
An active FDC client account is required to sign in and use this app.
If you don’t have an advisor using FDC Plan on Purpose, you can find one inside the app.