As we get older, things don't necessarily get simpler. In many respects, it gets more complicated. More assets to track, paperwork piling up in files and accounts everywhere. Introducing the LWM Family Wealth Map System. A secure way to link all of your accounts and financial information in one place, readily available to you wherever you may be. This robust state of the art personal website is a complimentary value added tool for our wealth management clients and features the following:
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Organizer- Intuitively helps you consolidate all important financial accounts and family information
Aggregation- A consolidated view of your accounts providing real time updates.
Budget and Spending- Track your spending habits and monitor cash flow.
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Investments- Interactive charts and detailed summaries of your financial accounts.
Workshops-Understand the impact of your financial decisions and make goals a reality.
Education- An extensive library of videos, articles and other resources to increase you knowledge.
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Secure Vault- Unlimited downloads allowing you to back up all of life's important documents.
Reports- The most powerful feature of this great tool. Based on the information you've entered, view detailed reports and projections on every area of your financial life.
E-mail and mobile alerts- Set various thresholds that notify you and your advisor to areas of concern.
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Family Wealth Map Brochure |
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