We work with our clients to help them better understand their current financial situation or particular challenge.  By aggregating all the financial data (investment statements, bank statements, credit card statements, tax documents, Trust and Estate documents), we can create useful, easy to understand reports and diagrams to enable individuals and families to take control of their financial future.

Useful information to enhance financial decision making abilities include:

• Current financial health (All asssets, liabilities, income, expenses)

• Overall portfolio returns, fees and asset allocation (helpful when multiple managers are used)

• Overall income (aggregate from all sources - income, investments)

• Overall expenses (aggregate from all sources - households, family members)

• Consolidated credit card spending (aggregate from across multiple accounts)

• Consolidated Medical Expenses and deductible tracking

• Objective review of insurance policy structure (asset coverage, structure and deductible)

• Tax information consolidation