As we shift the focus away from calendar quarter investment reporting, here are some tips on how to view your financial progress at your convenience:

The Financial Portal The Investments menu provides a balance history for all accounts (Fidelity and any other linked holdings) under the Summary tab.

By selecting the Allocation tab under the Investments menu, you can see a full breakdown of your investment holdings by asset class.

Fidelity  At Fidelity.com , you will now see a tab labeled Performance that will show historical account balances. This is a nice way to see account growth over time.

Keep in mind that accounts with different objectives and tax implications will hold different investments, and consequently will often show different results. When the Performance tab is selected, the first item displayed is a table of “account balances over time.” If you continue to scroll down the page, the same balance data is also shown in a chart view.

The success of a financial plan is not dependent on the calendar, or any particular performance measurement period. We will continue to provide updated financial projection numbers and reviews of spending, saving and asset growth to make sure you are on track to meet your planning goals. The crux of financial planning is establishing and achieving goals, and we aim to deliver a better, more useful approach to that process.

Life Planning Partners, Inc. www.LifePlanningPartners.com info@lifeplanningpartners.com 904.448.5158