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. Vanguard is the pioneer for low cost investing helping customers get better investment returns (they launched the first publicly available index fund!), have cutting edge technology that makes their mutual funds the most tax efficient funds in the world, and have outstanding client service.

Where you pay Townsend Financial. This is where you set-up your monthly 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.