Financial Planning, Cash Flow Analysis, and Account Aggregation
To all of our clients, we offer some of the most sophisticated financial planning and account aggregation software there is today. Each client has their own cloud-based financial dashboard which allows them (us) to create a budget that will automatically track and categorize all expenses, monitor goals and aggregate all of their online accounts (savings, checking, credit card, IRA’s, 401k’s, home loan, etc.) and so much more.
I’m always searching for the latest and greatest technologies and this is one my clients absolutely love. To be able to view your entire financial picture in one dashboard is really cool. Even better though, we’re able to keep track of your cash flow and goal monitoring in real time.
Please contact us today and we’ll be happy to walk you through the software to see just what a great benefit it can to your overall financial life.
Check out this awesome video to learn how our Financial Dashboard can organize all of your accounts into one single login. While it may not be the coolest thing since sliced bread, it's pretty close.