Are you looking to get more organized with your finances? 

- Not sure where to put everything?  Having a hard time keeping track of investments, insurance, bank accounts, employee benefits, short term financial goals and long term financial goals? If so, this is the webinar for you.  

Join us for a 45 minute guided tour of your personal financial management platform.

- Learn how you can get organized and stay organized financially. 

- Learn how to pull together bank accounts, credit cards, investments, real estate, business interests and insurance.  

- See how sustainable your current retirement plan or spending plan is in relation to your financial resources.  

- Add financial goals. 


- Learn how your platform can help you stay accountable to your financial plan and give you information to inform and challenge your current strategy and behaviors.  

- Getting organized takes times and this webinar will show you ways you can get organized on your own or with our help as part of your financial planning subscription.    

You can expect to walk away with an understanding and access to your personal financial management platform.  Instructions, ideas, prospective and processes on how to utilize the platform to further inform your financial plan and support progress toward your financial goals.