Broker Check

Digital Planning & Emoney

Client Technology Platform - View your entire financial picture 24/7


This portal is simple. It brings together your entire financial picture into one private, personalized dashboard that makes organizing and planning your financial life easier than ever before.

For you, this means a secure financial website to house all your financial information. For us, this means highly customized and accurate investment plans that update in real time.

And for all of us, it means a more collaborative wealth management experience.

Here are a few other key features:


Investments – View interactive charts and detailed views help monitor all your accounts.
Safe Document Storage – The Vault safely stores your most important financial documents, accessible 24/7”.
Spending Tracking and Budgeting – Set budgets to help reach your savings goals, and track how much you’re spending and where you’re spending it.
Simple and Safe Connections – The Client Site uses Connections to aggregate your financial account information safely and securely, allowing me to build a financial plan with all your information in mind.
Mobile and Screen Sharing – Access your complete financial picture from your mobile device, 24/7 and easily collaborate with me in real-time through screen share from where ever you are.
Enhanced Security – The new portal uses 256-bit Secure Socket Layer (SSL) technology, which is the highest level of encryption currently available.

 

If you have any questions about how to get yours please contact us.

View this short video to learn more.

Personal Financial Website Overview

@media screen and (max-width:32em){#yiv9689604212 .yiv9689604212phoenix-email-container {width:100%!important;}}@media screen and (max-width:20em){}@media screen and ( _filtered_a ){}@media screen and ( _filtered_a )and ()screen and ( _filtered_a )and ( _filtered_a )screen and ( _filtered_a )and ( _filtered_a ){}@media screen and ( _filtered_a ){}@media screen and ( _filtered_a )and ( _filtered_a ){}