Broker Check
Client Portal

MyBlocks - Feel Confident in Your Financial Wellness

Financial planning shouldn’t be intimidating. MyBlocks is an online financial planning tool that makes planning for your financial future easy and fun. By breaking up key topics into easy-to-understand “blocks” (including retirement planning, protecting your family, and more), you will increase your financial literacy as you define a financial plan for your future.

Truly a self-service tool, MyBlocks allows you to complete interactive modules on your own time, at your own pace.

Begin your journey toward improved financial planning with MyBlocks, starting entirely free of charge. MyBlocks offers an array of intuitive tools and resources tailored to help you manage your finances effectively. From budgeting and expense tracking to investment analysis and retirement planning, Plus, should you require additional guidance or advanced features, a convenient paid subscription option is available. Subscribers can gain access to personalized assistance from a dedicated financial advisor, to assist in building a financial strategy that is optimized to its fullest potential. Take control of your finances today with MyBlocks and start living the life you want.

Get Access to MyBlocks Today

What is MyBlocks

This interactive planning tool is free and is intended for young couples planning for the future, established professionals maximizing their wealth, soon-to-be retiree solidifying future plans. Regardless of where you are in your financial journey, MyBlocks has the
tools that are easy, useful, and relevant to your personal goals.

Use MyBlocks to:

Set financial goals

Plan for retirement

Pass wealth to future generations

Better understand insurance options

Protect your various income streams

Pick Your Path

There are blocks for every life stage. Create your personal vision for your financial wellbeing by exploring blocks unique to your situation. As you complete these blocks, an Otium Financial advisor can connect the dots and help develop your financial plan.

Consolidate Your Finances

Link important accounts like 401(k)s, Bank Accounts, Debt and even Insurance policies.
Take control of your spending with automated budgeting.
Forecast financial obligations while accounting for the fluctuations in your spending.
Measure and monitor your financial health so that you can build smarter habits to reach your goals.

Have a Question?

Client Centered