Option to create a family account, and be able to share with spouse/parents/siblings.
this is a critical feature imo
or at least be able to share with 1 other person (i’m using it for ‘joint’ planning but husband can’t see or adjust assumptions d/t 2 factor authentication)
Definitely agree! This would be really helpful.
If you have a Trust and your children need to understand that this plan continues to them over time.
100% required for couples planning
Might create a new account with email login as mine in tied to google :(
I can export as I’m a paid user but noticed I can’t import in the new account.
I would LOVE LOVE LOVE to be able to do this for my two young adult children just starting their working years.
I agree to both scenarios.
Agree
My wife and I are able to handle couple’s planning by sharing a login and disabling 2fa (not ideal but it works).
But I would love the ability to create a separate profile for my parents for their own finances, distinct from mine and my wife’s.
I know there is a Pro-level tier for advisors but it is too expensive for the use case I have in mind. I would be thinking more like a Family or Friends & Family plan.
I like that idea, too. Certainly see reasons for a cap on plans or profiles, but would be great to have the room to help family and experiment some.
Yes please! Would love my partner to be able to have a life plan, and then a detailed couple view of us both’s networth.
Would this create an additional user login? so this could work if we have a paraplanner and want to give him access to our clients?
Would love the ability to have a plan shared with my partner.
I feel that the advertised feature to allow “planning as a couple” should include support for a couple to each have distinct logins with access to a shared planning set.
Joining chorus of those asking for family accounts. I think there are multiple key use cases (in order of complexity to implement, I think): * sharing existing data with partner. I’m going to try the email_for_one_google_for_the_other approach, but it’s really best if two users could properly have MFA, … to same dataset. * having a family account where we can subsidize PL usage for kids, aging parents, … under one account where we retain some level of admin rights to help. * having support for estate planning in the context of planning asset transfers, etc… between accounts. “When wife and I retire and buy condo, move ownership of house1 to daughter and of condo2 to son” kind of thing. Hope this helps!
Being able to assign ownership of UTMA accounts to kids and to model different methods of paying for college and the tax implications of each would be very helpful.
We are simply sharing the same login, works for DINKs.
Would extend this concept from just sharing ProjectionLab with other family members to include a legacy planning module were beneficiaries can be created and defined for wealth transfer after end-of-life.
I especially want to see RMD, Tax impacts, etc. to the beneficiaries, specifically as part of my Q around should I do a Roth Conversion or not. (To me, that legacy impact seems to be an important part of that decision process…)
Legacy Planning suggestion https://changemap.co/projectifi/projectifi/task/10235-add-legacy-planning/
A family Plan would be great I would like to have sharing access with my wife for our projections but i would also like to create one for my parents I haven’t taken over their finances yet but I do advise them on certain things and having that information readily available would definitely make it easier to plan for them and myself in the future upon their passing