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Wealth Management with Personal Financial View

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.

Click on the image below to watch how an individual Personal Financial View website can work for you.

Financial Advice for Every Stage in Life

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
Learn more

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 and a Personal Financial View website demo.

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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. Baystate Financial Planning brochure.