Scott and Mary were frustrated by an inability to gain control over their complex financial situation. They were inundated with incomprehensible financial statements each month, and the paperwork kept piling up.
PartnersInWealth organized all of the couple’s assets and liabilities. With asset and liability accounts updated daily, they can now log in at any time to view an up-to-date and easy-to-understand summary and detail of all accounts. In addition, PartnersInWealth has scanned and saved all of their important financial documents – such as estate planning documents, wills and tax returns – in the vault section of the website.
Scott and Mary are relieved. They feel confident and in control of their money because they have a knowledgeable and trustworthy advisor keeping an eye on everything. Additionally, they have a well-organized, current, and consistently presented resource they can consult at any time to gain an understanding of their financial standing and the progress they are making over time. The paperwork is now much more manageable because so much of the information is available on our secure website.
Client Since: 2002