Regular Contact and Updates

We use technology to support our expertise not replace it. Our software will organize all your accounts wherever they are held. Balances and activity are tracked and updated daily. Assets are analyzed everyday against plan objectives. We evaluate and interpret data to provide advice specifically for you. Tools are available to you to stay on track too i.e. you can create a budget, monitor cash flow, and see your bottom line at any time. Over time your situation will change, the markets around us will change, and your goals may even change. We’ll meet regularly to make sure everything we have implemented is still appropriate.