Client Reports

Portfolio Performance Report
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Cash Flow Projection Report
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Tax Projection Report
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Goals Report
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Estate Planning Flowchart
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Asset Allocation Report
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Net Worth Report
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Portfolio Income Report
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Financial Planning must consist of ongoing client reporting…reports allow a planner to give advice to clients using current data…Reports must be forward looking, not just historical…If a planner gives advice using only historical data, it is like driving a car using only the rear view mirror. Data leads to Analysis, which hopefully leads to better decisions.Troy M. Smith, CFP^®

INTEGRATED FINANCIAL REPORTING

As a financial planning client, you’ll receive financial reports, detailing various aspects of your financial portfolio.

The power of these reports is that they are integrated with each area of your financial portfolio.

Unlike a money manager who provides only investment reports, a separate tax preparer who provides only tax documents, etc, your financial documents are all prepared from one professional source that acts as your fiduciary.

Each of your financial planning reports is produced in electronic format and hosted on a secure password protected Client Vault, giving you easy access to your financial reports when you need them. We can send copies to accountants, attorneys, banks and other institutions upon your request.