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The Financial Empowerment Experience
  • Client Portal

  • Account Aggregation

  • Collaboration

  • Spending & Budgeting

  • Mobile Access

  • Alerts & Tasks

  • Screen Sharing

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Developing your Owner’s Blueprint, a bespoke financial plan to achieve your dreams, is just the first step. Going forward you will have access to our Financial Empowerment App, where you can log in to your personal financial website from your computer or mobile device. In the app, you can easily add, personalize, and track your financial goals. You’ll have real-time access to all your information including investments, budgets and spending, a vault for all your important documents, and connected accounts from other financial institutions across the country. You can also share this information with your attorney, tax advisor, and other specialists so together we can all collaborate to ensure you have the best team in your corner.