Your Personal Wealth Management System

We establish a personal wealth management system for each client to help them organize and simplify their financial picture. This website helps our team utilize advanced technology to partner and collaborate with our clients for a comprehensive approach to financial planning.

 
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The wealth management system helps facilitate comprehensive financial planning across the wealth cycle for our clients and their families. 

Our clients can set budgeting goals, track spending, monitor investments, safely store important documents, and track the progress of their goals, all in one secure site.

 
 

Organizer

Connect all your accounts for a consolidated view of your entire financial picture.

 

Track Spending

Know how much you’re spending and where.

Investments

Interactive charts and detailed views help monitor all your accounts.

 

Budgeting Tools

Set budgets to help reach your savings goals.

Screen Sharing

Join a screen sharing session for interactive planning anytime, anywhere.

 

Mobile

A complete financial picture available on your smart phone.

Vault

Safely store your most important financial documents, accessible 24/7.

 

Goals

See if you’re on target to reach your most important goals.

Seven Step Financial Planning Process

The wealth management system is an integral component of our Seven Step financial planning process and helps us deliver personalized, impactful advice that improves financial outcomes.

Step 1

Understand the Client’s Personal and Financial Circumstances

 

  • Client Portal: Our team can view a client’s complete financial picture in one area

  • Vault: Our team and clients can access financial documents from an easy to manage, secure location

  • Account aggregation: Data feeds directly and securely from financial institutions for a holistic view of a client’s portfolio

  • Digital onboarding: Provides a streamlined fact gathering process

Step 2

Identify and Select Goals

 

  • Goal planning tools: Encourages engagement, creates transparency, and helps our team understand what is most important to our clients

  • Fact finding tools: Prioritizes the client’s goals with insight into their personal and financial circumstances at each step of the planning engagement

Step 3

Analyze the Client’s Course of Action and Alternative Courses

 

  • Cash flow planning: Helps our team and our clients understand current and potential progress towards goals

  • Decision Center: Models the impact of financial decisions in real time

  • Monte Carlo analysis: Determines the probability of a client’s success

  • Integrations and Connections: Maintains up-to-date financial information to ensure an accurate financial plan on which to develop recommendations

Step 4

Develop Recommendations

 

  • Foundational Planning: Delivers a consolidated, end-to-end planning experience focused on specific client goals

  • Advanced Planning: Demonstrates complex, real-world scenarios over a client’s lifetime

Step 5

Present Recommendations

 

  • Client Portal: Allows clients to monitor progress through alerts

  • Interactive presentation tools: We collaborate with clients to demonstrate the financial impact of their decisions

  • Screen sharing: Connect remotely for virtual meetings

  • Reports: Provide custom presentations with various scenarios

Step 6

Implement Recommendations

 

  • Client Portal: Assigns implementation responsibilities to all parties involved in the financial plan

  • Alliance Partners: Incorporates centers of influence, such as CPAs, for better visibility into all financial aspects of a client’s life

  • Recommendations and Next Steps: Provides a clear path to success with calculated recommendations and concrete action items

Step 7

Monitor Progress and Update

 

  • Account Aggregation: Maintains up-to-date client information to monitor progress of the financial plan

  • Alerts and Tasks: Stay abreast of important action items and goals

  • Client dashboards: View goal progress, investment transactions, connected accounts, and asset allocations

  • Mobile website: Clients stay connected to the plan from any device

Security of Client Data is Paramount

Your personal wealth management system employs advanced security features and protocols to keep your data safe, private, and secure at every hour of every day. The comprehensive security measures include password protection, Secure Socket Layer encryption, firewalls, intrusion detection, audits, inspections, and more.

 
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The system uses a 256-bit Secure Socket Layer to scramble your data, further preventing access to unauthorized users. This is the highest level of encryption currently available and twice the standard followed by many financial institutions, including banks.

Your wealth management system employs 2-Factor Authentication (2FA), a fraud detection platform that uses a dynamic risk- and rules-based approach to initiate an additional layer of security. With 2FA, you are sent a verification code to your mobile phone, which you are required to input along with your username and password in order to access your personal financial website.

The wealth management system is non-transactional, so your money cannot be moved, withdrawn, or accessed on the system.