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Echo Dashboard

A single focused view of your financial picture

We understand that providing sound financial advice requires knowing all the details of a client’s wealth.  That is why we offer the Echo Dashboard - an integrated approach to providing clients with a complete picture of their finances to see where they are going.

Each client is given access to their own personal financial homepage that consolidates all account data in one secure location, accessible whenever desired from anywhere Internet is available.  Clients can see updated financial projections such as cash flow and balance sheet year by year any time, on their own time.

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:

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Let's Start a Dialogue

Managing your wealth is a very personal subject, one we should discuss in a more personal setting. We offer a complimentary "Get Acquainted" call to learn more about your financial planning needs and share information on our firm to see if our services are right for you.

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