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How do I keep track of my investments?

Every client is provided a private financial planning website Portal. To see an example of the website you will have access to, Please click the following link or copy and paste into your web browser

THE USER NAME is: and the Password is: Password1 (The password is case sensitive so please make the P a capital) If the system asks you any security questions the answer is always green

Your private financial planning website can consolidate all of your financial information (even on accounts we don’t manage, such as your 401k, Fidelity, Vanguard, T.Rowe Price, Schwaab, Etrade, Scott Trade etc…) into one snapshot so you can see updated daily asset allocation, how much risk do you have across all your portfolios.

You will be able to add your income, expenses, pensions etc… and generate a year by year cash flow projections while striving to help you see if you are on track to meet your goals. This Cash Flow projection is in real time and will update with your asset values.

You will be able to link your credit card and checking accounts to pull in all your spending transactions which will allow you to see how you your money is being spent across all categories. It allows you to track unwarranted charges and refunds. You can also create a budget within the website that will match up to your spending transactions.

You have access to an encrypted online vault where you can store digital copies of documents such as wills, trusts, insurance policies, photos, deeds, etc. for easy reference whenever you need to read through them, an organizer tab that allows you to update your income, itemized expenses, assets, liabilities, insurance policies and more that will automatically update your cash flow planning projections along with financial planning checklists to reference suggestions on saving ideas and getting your financial life in order.

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.