On this page
Getting Started Guide
Welcome to CoversYourAssets
Welcome to the most comprehensive financial planning platform for high net worth individuals. Our platform combines professional-grade calculators, AI-powered insights, and expert strategies to help you optimize your wealth and legacy.
What you'll find here:
- Professional financial calculators for every planning need
- MIGUEL AI assistant for personalized guidance
- Tax optimization strategies for all 50 states
- Advanced estate planning tools and resources
Creating Your Account
Step 1: Registration
Click the "Get Started" button on our homepage and provide:
- Your full name and email address
- Create a secure password (minimum 12 characters)
- Select your primary planning goals
- Choose your subscription plan
Step 2: Profile Setup
Complete your financial profile to get personalized recommendations:
- Basic information (age, state of residence, marital status)
- Financial overview (income range, net worth estimate)
- Planning priorities (estate planning, tax optimization, retirement)
- Risk tolerance and investment preferences
Privacy First
Your data is encrypted and never shared. You control what information you provide, and you can update or delete it at any time.
Your First Assessment
Our Quick Assessment helps us understand your unique situation and provide tailored recommendations. It takes about 10-15 minutes to complete.
What we'll ask about:
- •Current financial situation
- •Family and beneficiaries
- •Estate planning goals
- •Tax considerations
- •Charitable intentions
What you'll receive:
- ✓Personalized action plan
- ✓Tax optimization opportunities
- ✓Estate planning priorities
- ✓Recommended calculators
- ✓Next steps checklist
Understanding Your Dashboard
Your personalized dashboard is the command center for all your financial planning activities. Here's what each section does:
Planning Overview
See your progress on key planning areas, upcoming tasks, and important deadlines. This section keeps you on track with your financial goals.
Quick Actions
Access your most-used calculators and tools with one click. The system learns your preferences and suggests relevant tools based on your planning needs.
MIGUEL Insights
Get AI-powered recommendations and alerts about tax law changes, planning opportunities, and strategies relevant to your situation.
Saved Scenarios
Review and compare different planning scenarios you've created. Export reports to share with your advisors or family members.
Next Steps
Now that you're set up, here are recommended next steps to maximize your experience:
1. Run an Estate Tax Calculation
Understand your current estate tax exposure and explore strategies to minimize it.
2. Chat with MIGUEL
Ask our AI assistant about your specific planning questions and get personalized guidance.
3. Explore Resources
Browse our library of articles, guides, and tools for advanced planning strategies.
Need more help?
Check out our other help articles or contact our support team.