Do you know how to locate all your assets? Do you know what they are worth? Would you like to see all your financial data consolidated into one clear picture?
We can set up a custom Wealth Management System that allows you to see everything you own (e.g., bank, brokerage, and retirement accounts) in one private, secure location. A digital vault can also safeguard copies of your wills, living trusts, passports, and insurance policies, giving you ready access to these important documents. Your balances update daily, so you can track them more easily, and the full integration with your financial planning snapshots enables you to monitor progress toward attaining your goals.
