If you have a thirst for learning or you’re a consummate Do-it-Yourselfer, you’ll appreciate the wealth of financial tools and information available here, 24/7.
Signing up for Lifewise Learn gives you access to our secure eMoney dashboard. You'll have the ability to gather all of your financial information into one convenient location, accessible from anywhere and all in real-time. And, it's free.
Pull all of your accounts — 401(k), checking, savings, credit cards and more — into one, consolidated view for a complete picture of your finances, updated in real time.
Gain valuable insights into your finances when it’s all organized in one place.
Enjoy on-demand financial planning workshops at your leisure when you need a little guidance.
Videos, articles and other learning resources are at your fingertips in our extensive online library.
Monitor bank accounts and credit cards for an accurate look at your spending habits.
Keep track of all the assets in your portfolio and monitor the value of each over the lifetime of your investments.
Tired of receiving countless paper statements? Store all your personal and financial documents in this secure digital filing system.
Sign up for email and mobile alerts to keep your finances top of mind.
Get a complete view of your financial information from the palm of your hand.
Sign up for our quarterly e-newsletter to receive financial tips, planning ideas and more from Lifewise.
Investment Advisory and Fee-Based Planning offered through BerganKDV Wealth Management, LLC, doing business as Lifewise, an SEC Registered Investment Advisor.
3800 American Blvd. W., Suite 1000, Minneapolis, MN 55431