A convenient,
easy to navigate, digital ecosystem.
Client Resources & Account Access
Portfolio Reporting & Performance
Stay informed with detailed portfolio insights via our Black Diamond platform. This secure portal gives you access to your portfolio balances, asset allocation, investment performance, and historical trends. Whether you’re reviewing your asset allocation or just trying to figure out how that one investment is performing, Black Diamond offers a clear, comprehensive view of your investments.
Financial Planning Portal
Access your personalized financial plan through MoneyGuidePro, our interactive planning platform. Here, you can view your goals, annual savings assumptions, track your goals, and model “what-if” scenarios for you retirement projections. This portal is an essential tool that helps you collaborate with your advisor on planning strategies that evolve with your life. It’s like a GPS for your finances.
Statements & Tax Documents
Your accounts are securely held at Fidelity, one of the most trusted custodians in the industry. Through this portal, you can log in to access statements, trade confirmations, tax documents (like those ever-exciting 1099s), and more. Everything you need is organized and protected, ready to go when your accountant comes knocking at tax season.
Secure Document Sharing
To streamline collaboration and document exchange, we use ShareFile, a secure file-sharing solution. Whether you’re uploading tax returns, estate planning docs, or that PDF with 37 passwords saved to your desktop (maybe don’t upload that), ShareFile ensures it all gets safely to us, encrypted and worry-free. It’s our digital equivalent of a private vault.
Your Financial Life:
Organized, Accessible, Secure
Our integrated platform is designed to save you time, reduce complexity, and support smarter decision-making, without the spreadsheet-induced headaches. We’re here to make your financial journey more seamless, transparent, and maybe even a little enjoyable.
Let’s chat and
we’ll help make it make sense.
We’re here for people who are serious about working toward financial security. We promise, less jargon and no pressure, just real conversations about your money goals.