The consolidated information is updated after the close of each market day. This information is fed into our planning tools, which keep the client and our wealth managers continuously informed and focused.
Unlike some goal-based financial planning software, this financial planning tool is cash-flow based, allowing you to see projected income, spending, taxes, stock options exercises and various savings on the detailed cash flow report in any given year. This tool allows us to track each grant of stock options and restricted shares so that we can monitor closely and be proactive.
To learn more about this service platform, please watch this two-minute video:
Discovering your risk tolerance doesn't have to be a trial and error process.