Even though I'm never more than a phone call or an email away, you will still want to have access to all of your financial information anytime and from anywhere. So here are some helpful online client tools that let you check in 24/7:

It starts with having your total financial picture in one convenient place. Your own personal financial website is powered by eMoney, the premier financial planning software. You'll have a comprehensive, convenient and secure 2-step authentication portal. While I'll be doing a lot behind the scenes and we'll also be doing a lot together, you may also find that having your own personal financial website helps you better manage your cash flow, track your progress towards goals and keep tabs on all of your accounts, with an updated view of your whole financial picture anytime you want. You don't have to have your own site, of course, but it's there if you do!



Your Investments

While you can call or email us with any questions or for any information you need, you can also access your account information anytime, anywhere. 

Log in to your accounts

Planning & Management

If you'd like to check on your big picture between meetings, you can login to your very own secure portal for a Total Wealth View. While I can link the accounts I manage for you, your other accounts (including checking, savings, company retirement plans, loan accounts, etc.) can be linked by you as well. This way you can see where you are at any given time with the most up-to-date values. We can enter this information manually if you prefer, without linking any accounts. You can also use this secure access to share information with me or to store confidential documents. 

Log in to your Personal Financial Website

Web Conferencing

If you're out of town or just too busy to come to my office for a meeting, web conferencing is the next best thing. It's also what makes it possible to work effectively with clients from across the country. Through GoToMeeting.com, we can meet securely, conveniently and as often as you'd like. We can also use Skype or FaceTime if you prefer.   

Mobile App

The planningWISE mobile app for iPhone, iPad and Android lets you check your accounts and your wealthview wherever you are. It can also make communication a little easier with one-touch contact. It’s free and available for download at the Apple App Store and Google Play