This past week I had lunch with one of my clients, who we’ll call Dave. I also consider Dave a great friend of mine and my family. Towards the end of the lunch Dave said I should write about a service I provide for him.
My challenge is writing about a super-cool service that will provide peace of mind for your family, while not trying to “sell” anything.
So here it goes.
What if you could have a personalized financial website that is secure and up-to-date with all of your finances in one place? You literally can put investments from any place that has a website connection in this portal.
Here are some of the features:
1. All accounts updated…daily
2. Budgeting tools
3. Reports about your finances
4. Access all your travel rewards
5. Your financial plan online
6. A Vault for your financial documents.
The Vault was what Dave was really hyped about. It’s a secure location to store all your important documents. You can place passports, titles, wills, audio files, pictures, deeds, statements….and the list goes on and on.
The beauty of this vault is that it answers the question. If something happens to you, your family will know where everything is. It can make your life easier by providing a unique service for staying organized, updated and prepared.
Don’t wait to get organized. Life happens.
If you’d like to learn a little more about the service I provide Dave, email me at firstname.lastname@example.org, or call me at (859) 225-2596. Don’t forget to subscribe to The Diligent Advisor so you can get these articles delivered to you automatically!