One of the core values in my approach to dealing with client households is open and effective communication. From the opening interviews, through the financial planning process, and in ongoing discussions about investment objectives and evolving goals, both I and my clients are well served by a focus on communicating effectively.
Two areas where technology provides significant assistance to this type of communication are:
The solution we have employed for both issues is a platform called Blueleaf:
Blueleaf allows for the aggregation of a client's financial data from many different sources: bank accounts, brokerage assets, workplace retirement accounts (401k, 403b, etc). Blueleaf also offers secure document sharing, on-demand performance and allocation reporting, and weekly emails with a snapshot of your financial circumstance.
Existing clients of DRW Financial enjoy this benefit automatically (if you are a client already and need a refresher on how to maximize the value of the Blueleaf platform, just give me a call).
David R Wattenbarger, president of DRW Financial
DRW Financial is a registered investment advisory (RIA) and is registered in the states of Tennessee, Illinois, and Georgia.
INFORMATION PRESENTED IS FOR EDUCATIONAL PURPOSES ONLY AND DOES NOT INTEND TO MAKE AN OFFER OR SOLICITATION FOR THE SALE OR PURCHASE OF ANY SPECIFIC SECURITIES PRODUCT, SERVICE, OR INVESTMENT STRATEGY. INVESTMENTS INVOLVE RISK AND UNLESS OTHERWISE STATED, ARE NOT GUARANTEED. BE SURE TO FIRST CONSULT WITH A QUALIFIED FINANCIAL ADVISER, TAX PROFESSIONAL, OR ATTORNEY BEFORE IMPLEMENTING ANY STRATEGY OR RECOMMENDATION DISCUSSED HEREIN.