Organization | Advice | Accountability
Financial planning is not a software or a binder or even a process. The best financial planning is an ongoing relationship. It's about organizing and calculating and counseling and leading to help people make smart choices about their money...continually...as they live their dynamic lives in a changing world.
A Full Suite of Resources & Tools for You
Get & Stay Organized with Our Client Portal
A powerful tool for our clients when you want to feel fully organized with easy access to your entire financial picture with one secure login. Our client portal links nearly all of your investments, loans, bank and credit card activity and insurance data via a live feed. Also included is an encrypted vault for secure storage of all of your important documents. Couple this with real time financial planning in conjunction with your planning team, you always have the total picture, organized, in one place.
Advice and Planning from Our Top Notch Deliverables Team
Our elite team of professionals covers Asset Management, Tax Strategy & Preparation, Liability Insurance Strategy, Medicare & Health Insurance Strategies, Mortgage and Lending Strategies, Legal Planning & Asset Protection Strategies, Life Insurance, Disability & Long Term Care Strategies, All wrapped in a comprehensive financial plan powered by your Financial Roadmap (R) helping make sure you succeed.
Accountability to Keep You on Track to Achieve
We use a 100+ point checklist, an annual tracking system, 3 meetings per year and hours of back office analysis to deliver 10 Client Deliverables to you. All the while keeping you on track for your goals with coaching, easy to follow "client to do" items and following up on tasks until completion. Our goal - help you make it happen.