“Am I ok?”
To help answer this question, we provide access to a personal financial overview and a personal financial website. The overview is a bird’s-eye view of your money and how it is performing from week to week.
Your personal financial website provides you with access to your plan. You can track expenses and update your goals, so that you can be sure your plan is working for you. You also have access to a vault where you can securely upload and share any important documents.
UPDATE: October 10, 2017
We are upgrading the service we are using for your personal financial website. If you have met with us since October 1, 2017, you are already set up and ready to go. If not, please access the previous version of your financial website below or by clicking here. We apologize for any inconvenience and would be happy to help you set up your new financial website at your convenience. We look forward to hearing from you!