All the Simple, Secure Online Tools We Use All In One Place
Your very own Personal Financial Website. This is where we will make financial planning projections, see your updated net worth (to the minute), share documents securely and track each other's tasks.
Where I manage your investments. Charles Schwab is an industry leading custodian and provides the secure platform where your accounts are held.
Where you pay Townsend Financial. This is where you set-up your recurring payments so you never have to worry about making a payment on time.
Where you can schedule a meeting with me at a time that works for both of us.