Our Process For Individuals

Our process is both high touch and high tech.

It is high touch because of our commitment to personalized service within a holistic financial organizational model.  It can be described as high tech because we give you access to industry leading software that provides:

• —Financial clarity and organization
• —Four interdependent financial domains of Protection, Assets, Liabilities, and Cash Flow
• —A personal secure website available to clients 24/7
• —Account aggregation with over 7,000 financial institutions
• —Automated alerts and alarms
• —Secure on-line vault to store important personal documents, audio, and videos