Organization = Clarity and Understanding
One of the most daunting elements of embarking on a financial plan is the reality that you need to be organized in how you store and access your information as well as organized in your mind. In other words you need to know what you have and where it all is. Vested Wealth Advisors helps with this in two ways.
All clients receive a Financial Planning Organizer Kit (from www.homefileorganizer.com/homefileorganizer.aspx). This is comprehensive set of organizing tabs for your home files. Its simple but a powerful tool in putting papers where they should go.
For Wealth Management clients, we provide the online Client Wealth Portal. Not only is is a state-of-the-art tool for tracking your entire financial picture at one location, it has a ‘vault’ feature that easily allows clients to upload and safeguard their critical information and documents behind password protection. The video above is about this tool.
