Wealth Planning
Our Planning Process
One
Discover
Identify and prioritize goals, gather information.
Two
Analyze
Review and assess current situation relative to goals.
Three
Advise
Discuss goal-focused strategies and solutions.
Four
Implement
Coordinate implementation of plan.
Five
Monitor
Regular review to ensure plan evolves as needed.
WealthView
As an 1834 client, you'll have exclusive access to an online resource, WealthView, that provides an integrated view of your financial health.
01
Convenient, secure access
from a desktop, tablet or mobile device.
02
A virtual snapshot of your wealth portfolio
including the ability to import financial information from investment or deposit accounts beyond 1834 and Old National.
03
The permanent home of your 1834 wealth plan
for quick reference any time.
04
The ability to upload and store related materials
such as a will, tax returns or life insurance paperwork in a searchable repository.