Your Own Personal Financial Website
The financial services industry, along with its various products and tools, is constantly evolving, which may lead to new and improved ways for you to more effectively address your unique goals. At Straightforward Wealth Management LLC, we continuously strive to develop innovative financial strategies that challenge conventional thinking.
First, we believe you should have a complete and clear picture of where you are now before we can more efficiently develop a strategy to better navigate you to where you want to be. One way to have a clear picture of where you are now is to get financially organized with your own personal financial website.
In helping our clients get financially organized, we provide them with their own private and secure personal financial website where they can see everything they own in one place and in real-time. On this website, all of a client’s data is consolidated into one clear picture, which allows us to perform a gap analysis of where a client is now and where they want to be.
With this website, clients will also have access to an advanced encryption, firewall-protected, password-secured electronic "vault" for critical documents such as certificates, deeds, insurance policies, gas leases, and other important documents.
We give you the tools to connect with everything you own. The ability to have all your financial information in one location allows you to see how your investment and spending decisions of today could affect you tomorrow. Our goal is to make it easy for you to access the information that’s vital to your financial, legal, tax, and business affairs. We provide you with a financial workshop where you can determine if you are on track to meet your personal goals, such as saving for retirement or child's education and options of how to get to get there.
These two short videos will demonstrate the benefits of and how your Personal Financial Website will work.
Life in a Box
What’s in a Number
The security of your data is our top priority. That is why we have designed a system with state-of-the-art technology and processes to protect your data 24 hours a day, 7 days a week, 365 days a week. We combine world-class technology, with the best data storage facilities to bring you a system where you can have peace of mind.
Click the link to learn more about your security: Personal Financial Webpage Security Overview