Organize Your Financial Life With Your Own Financial Website
Richard London, BFA?, CPFA? CFP? Independent Financial Planner
*Serving business owners and high earners to achieve financial goals*
We here at Link Financial Advisory believe in empowering everyone to better manage their wealth. That is why we are offering this tool for free to everyone.
The Link Financial Advisory Personal Financial Website Tool Includes:
An Organizer
See everything you own and everything you owe. Consolidated, organized and updated daily.
Real Time Tracking
Track spending habits, monitor cash flow, and see your bottom line at any time.
Interactive Workshops
That will help show you how the financial decisions you make today can affect your retirement goals and influence your estate options.
Digital Vault
Store important documents for safekeeping and access them from anywhere.
Mobile Site
Puts your entire financial picture in the palm of your hand.
Screen Sharing Technology
For my clients, we can review your financial data together in real time.
To learn more about the tool or to set up your own financial website, sign up here.