Technology

We use technology to streamline our processes and investment strategies. We use technology in the areas of our business that are repetitive, time consuming, and boring. We do this so that we can spend our time doing what matters, have more human connection, and have more fun. What that means for you is better service, better relationships, less time required from you, and lower fees. We employ these concepts and execute them with you. Our goal is to have every client engaged in a financial plan without requiring a massive time investment from them. You can access and input your own personal information directly into our CRM database and planning software. We can communicate on-line or in person and review portfolios, performances, analytics, forecasts, and financial plans. You will be able to bill pay into your investment accounts from your bank. You can sign account opening documents electronically.

Simply put we use technology to benefit you, and us.