This web-based portfolio management system integrates portfolio accounting and performance reporting, giving clients and their advisors a snapshot of their assets or reports anytime, from anywhere.
Plan, track, manage and streamline your money management, all in one place from any enabled device.
Secure, swift, and convenient. Streamline your funds in one place with reliable finance access.
Welcome. We would like to gather the following documents to properly study, analyze, and prepare a personal plan for you. All information gathered will be treated confidentially.
We use a program called Asset Map to quickly gather your information. Your Asset-Map visually organizes all of your finances in a clear graphical layout, allowing us to apply our professional insight in real-time.
A 5-minute questionnaire covers topics such as portfolio size and top financial goals while showing real dollar amounts of how much you are willing to risk for potential gains. Once complete, you will have a personalized Risk Number®. It’s fast, free, and displays your number instantly.
Get your Risk Number here.
The initial appointment is complimentary. After meeting with Mark, he and his team will have a good idea of what the next steps should be and will formulate a plan of action with your input.
If a comprehensive plan is warranted, our normal hourly fee is $200.00 but is capped at $1500.00 for the initial plan. The plan will have very clear action steps to follow that may involve areas of: budgeting and cash flow management, tax planning, estate planning, retirement planning/projections, insurance analysis, investment recommendations, and college savings plans.
If investment services are necessary, Mark will disclose any additional costs at that time.