efficient tools for clients

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:

1. Portfolio reporting (including performance)
2. Document sharing / archiving

The solution we have employed for both issues is a platform called Blueleaf:

link to Blueleaf.com

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).