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Manage Your Finances with a Customized Website

Our event-driven process and web-based platform makes it simple to monitor your plan and consolidate your information in a secure, accessible location.

Personal Financial View is an individual website we provide clients for a single point of access to:

  • Financial and Investment Account Aggregation
  • Savings and Budget Tracking
  • Asset and Real Estate Holdings
  • Document Vault
  • Financial Analysis and Reports

All of your information is password-protected in a secure, encrypted personal website, easily accessible only to you and your financial advisory team.

Take a peek at what your Personal Financial View client web portal will look like...

Financial Advice for Every Stage in Life

Investment & Retirement-focused Financial Plan

Investment & Retirement-focused Financial Plan

Situational plan focused on:

  • Identification of retirement objectives
  • Review of income sources and living expenses
  • Analysis of savings and investments

Our team will provide personalized retirement and investment recommendations using our interactive Personal Financial View website, including "what-if" scenarios as needed. You can implement strategies with the companies of your choice.*

Most Appropriate for:

  • Household net worth above $250,000
  • Multiple savings and investment accounts
  • Retirement-focused objectives
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Holistic Financial Plan

Holistic Financial Plan

Need to calculate your anticipated costs over time? 

This plan includes analysis of:

  • Cash flow and net worth
  • Risk management and insurance
  • Investment review
  • Retirement planning
  • Tax strategies
  • Estate and legacy planning

Our team will provide personalized recommendations using our interactive Personal Financial View website. You can implement strategies with the companies of your choice.*

Most Appropriate for:

  • Household income above $100,000
  • Experiencing marriage / divorce / birth / death / inheritance
  • Estate, tax or pension planning needs
  • Families with dependents or complex structure
Learn more

Contact me for a complimentary initial consultation.

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* Fees will vary with the complexity of your personal financial situation. Implementation of specific products or services may result in commissions or fees out-side of the financial plan fee. Periodic reviews of your financial plan may require a new planning agreement and result in additional fees.