I use simple, well-designed, secure online tools to effectively serve you.
That’s what technology is supposed to be about, right?
When you have Flow manage your money, your money is “custodied” (lives at) TD Ameritrade, a top 3 custodian servicing over 4000 Registered Investment Advisors. Having your investments at TDA means your portfolio benefits from cutting-edge technology, outstanding client service, seamless account integration.
RightCapital is our communications hub. We do financial planning projections, we share documents, and we track each other’s tasks. You can see your up-to-the-minute net worth, cash flow analysis, and all the work we’ve done together, and the task tracking helps keep you (heck, us) accountable. Plus, it’s just pretty.
Not to put too fine a point on it, but this is where you pay me. After we finish the initial comprehensive plan, you set up payments in PaySimple, and that’s it! No worrying about making payments on time.