Your plan is in motion. We’re here to help you keep it aligned.
At Plan Wisely Wealth, we believe that helping you make better financial decisions starts by connecting those decisions to what matters most.
Whether you are checking in on your progress, updating your protection, or managing your accounts, this page is your central hub for the tools and resources that support your financial purpose.
Access Your Portals
Stay connected to your plan and your progress with 24/7 access to your financial dashboard and investment accounts.
Best for: Viewing your comprehensive financial plan, tracking your net worth, and monitoring your progress toward long-term goals like retirement or education funding.
Best for: Viewing detailed investment account balances, holdings, and activity. You can also access tax documents and trade confirmations here.
Need a Hand?
If you’re making a major life change—like a new home, a career shift, or a change in your family structure—those decisions shouldn't exist in a vacuum.
Our planning engagements are designed to provide ongoing guidance as your life and finances evolve. We value the long-term partnership we have with you and remain committed to helping you invest with clarity and confidence
Managing Your Protection
Insurance isn't just a policy; it’s a critical component of your plan designed to protect your people and your progress. If you need to update your life or disability insurance information, use the links below for our primary providers:
Midland National
Access: My.MidlandNational.com
Tips: You can make a one-time premium payment or update your address and beneficiary information directly through the "Policyowner" portal. If you prefer paper forms, look for the "Beneficiary Change Request" in their service center.
MassMutual
Access: MassMutual.com Login
Tips: Once logged in, navigate to the “People on Policy” section to view or manage your beneficiaries. For quick payments, MassMutual offers a "Guest Pay" option that doesn't require a full login—just your policy number and date of birth.
Your Human Interest 401k
Welcome to Human Interest, learn to navigate your dashboard and all its essentials.
Additional Resources
We've put together these short guides to help you navigatge common tasks with ease.
