Vantage Point Financial

The Bucket Plan

How to use this tool
Step 4 of 5 — Requires Asset Inventory
  • Accounts load automatically from the Asset Inventory (saved in your browser)
  • Four views: Current Plan → Proposed Plan → Asset Transition → Executive Summary
  • Drag accounts between Now/Soon/Later buckets in the Proposed view to design the new allocation
  • Export to PowerPoint for client presentations using the download button
Prereq: Complete Asset Inventory first. If you see “No Asset Data Found,” go back to Asset Inventory or click “Load Sample Data.”

Executive Summary

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Vantage Point Financial is not affiliated with Kestra IS or Kestra AS. This tool is for educational purposes only and does not constitute financial advice.