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Staying Financially Organized

Financial Planning

Every day we are involved in so many transactions.  Each of these transactions results in some type of paperwork.  It’s like we live our lives in a constant blizzard of receipts, invoices, statements, deposits and withdrawals, purchases and sales – in paper and electronic format.  How can you stay organized and keep track of all these transactions?  Paper-based file folders? That basket on the kitchen counter?

We have a solution.  Our clients have access to their very own Personal Financial Organizer.  By electronically linking each of your accounts (checking, savings, credit cards, mortgage, investment, and retirement) to the PFO all of the transactions in each of the accounts is aggregated in the PFO and sorted, recorded and filed.  A secure personal vault is included to store important documents and account statements so that they are easily accessed from your home computer or mobile device.  This secure, confidential information can be directly fed into our financial planning systems to create an interactive, real-time Financial Road Map.  We review the Road Map together with clients to devise the best possible recommended solutions to assist clients in achieving their family’s personal financial goals and objectives.

The PFO and the secure client vault are included as part of our comprehensive financial advice and investment management services.  They are another value added service of working with experienced, caring, fiduciary, fee-only Certified Financial Planner™ professionals.

And speaking of those professionals, we would like to announce that Cameron Brady, CFP® has joined our firm.  Cameron is the son of Mike Brady.  He has spent the last five years in Chicago working as a wealth advisor for a $3.5 billion advisory firm.  He is a Certified Financial Planner™ professional and received his bachelor’s degree in finance from Saint Joseph’s University in Philadelphia.  He will be assisting in providing the very best financial advice and investment management to all of our firm’s clients.

As we continue to grow, we are also pleased to announce that we are moving our offices.  While our previous offices served us well for the last 13 years, we have expanded our space to accommodate more office and client meeting space.  You can now find us located in the Westlake Professional Campus, 28871 Center Ridge Road, Suite 102, Westlake, OH 44145.  Our telephone, fax and email addresses remain the same.  We invite everyone to stop by the new offices and say hello.  And the coffee is on us.