Module 1
Financial Snapshot
A one-page summary of each client's complete financial picture, income sources, total assets, liabilities, net worth, monthly cash flow, and protection summary.
✓ Included in all plans
Financial Planning
A complete financial picture for every client. All in one place.
From retirement income projections to debt reduction planning, insurance gap analysis to cash flow budgeting, Meridian's financial planning modules give you the tools to see and serve your clients' complete financial lives.
Everything in this module
Module 2
Retirement Income Projector
Project income from all sources, Social Security (62/67/70), pension, annuities, portfolio withdrawals, rental, part-time work. Shows the income gap and how much guaranteed income would fill it.
✓ Included in all plans
Module 3
Debt Reduction Planner
List and track all client debts. Model avalanche vs. snowball payoff. Show how much interest is saved with extra monthly payments.
✓ Included in all plans
Module 4
Tax-Advantaged Accounts Tracker
Track every retirement and tax-advantaged account, 401(k), IRA, SEP-IRA, HSA, 529. Monitor contributions against IRS limits and flag remaining room.
✓ Included in all plans
Module 5
Cash Flow & Budget Planner
Monthly income vs. expenses with surplus calculation. Plan vs. actual comparison. Annual cash flow chart. Built for W-2 professionals and business owners.
✓ Included in all plans
Module 6
Insurance Coverage Review
Complete insurance inventory, life, disability, LTC, health, homeowners, auto, umbrella, business. Auto-generated coverage gap analysis.
✓ Included in all plans
Module 7
Business Advisory Dashboard
For business owner clients, entity health, S-Corp reasonable comp review, payroll status, business financial metrics, and a 10-item advisory checklist.
✓ Included in all plans
Module 8
Goals Tracker
Track every client goal with category, target amount and date, current progress, status, On Track, At Risk, Achieved. Progress bars and contribution calculators.
✓ Included in all plans
Pricing
Financial planning modules are included in all plans, same pricing tiers as Tax and Advisory.
All financial planning modules are included at no additional cost in every Meridian plan.
Founding Member rate: $49/mo, first 25 customers only. Locked in forever. 18 of 25 spots remaining.