Wealth Organizer

Life continues to get more complicated the older we get. We accumulate more stuff and find we need more space to put that stuff. Our financial lives are no different. A typical married couple might have a profile that includes:

  • Checking accounts
  • Savings accounts
  • Investment accounts
  • Multiple retirement accounts
  • Perhaps an IRA, assuming a job change at some point
  • 529/College savings for children
  • Home loans
  • Auto loans
  • Insurance policies
A careful review of all of your assets might require logging in to ten or more different websites to get an updated accounting of assets and liabilities. In addition, if you track your expenses you may need a separate solution which likely requires further manual manipulation and hours of work to get a concise picture of your balance sheet and cash flows.

We believe this is a waste of your precious time. We have engaged a web-based solution to help you safely and securely view all of your financial life with one password. We can build financial plans based on assumptions and develop “what-if” scenarios to see how things change when life happens. Ask us about Wealth ePath and how it can help you. Your financial life is a journey, not a destination – make sure you’re on the right path.


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