We’ll work together to help you get organized.

We believe that for us to help you make financial decisions that will allow you to live the life you want, we need to understand the details of your financial life. However, we realize that like most people, there may be statements and insurance policies buried in drawers and at the bottom of piles. You may have even lost track of old accounts. This is why we use Personal Financial View® as our main financial planning and analysis tool.

Personal Financial View

Following the delivery of your plan, we’ll help you get set up on PFV so that you can better track your spending and monitor your accounts in one convenient personal website.


Your time is valuable

The initial onboarding process to set up your PFV® website requires some time and effort at the onset. Your PFV account manager will guide you through the set up process and be the key person to trouble-shoot any issues that may arise.

Proactive plan monitoring keeps you in the know

We believe in establishing long-term relationships with our clients that are built upon trust, accountability and service. PFV® allows us to proactively monitor your financial plan. When we see that you are off course or that something big has happened, we will reach out to you to see if you need our help.

You can use it too! Your PFV® website will keep you informed and up to date on your financial life. You will have access to a suite of Reports to review your net worth statement and check in on your cash flow. You can even set up Alerts & Alarms to remind you of important dates and signal when a new opportunity arises.

Explore the possibilities with our team in the decision center

The Decision Center uses the information provided from your aggregated accounts to show you where you are today and what is possible in the future.

Account Aggregation allows you to see all of your financial information in one place.  You can link your accounts held at any financial institution to your PFV Website. Account values and transactions update regularly, to keep you informed and
connected to your financial life.

The Spending & Budgeting tab allows you to set a budget and monitor your spending by tracking transactions made in your bank and credit card accounts.

Your Online Vault stores, organizes and secures your important legal, financial and personal documents in one place.