Personal Financial View

Personal Financial View®  is a sophisticated software that provides you with a dashboard of your financial situation.  It

-          consolidates your information ranging from bank accounts, investments, credit cards, mortgages, to retirement accounts

-          updates your accounts nightly, and

-          presents it clearly to you on your own secure, personal Web page.

This gives you a reliable, up-to-date financial reference point so we can both quickly get the data we need to help you make a decision.  You will always know where you stand with reports such as your assets, liabilities, spending, and your investments. 



Life In A Box

"Life in a Box" is a clear and concise explanation of the merits and use of the Personal Financial View tool. To watch the video, please click the image to the right.



If you would like more information on Personal Financial View, you can contact Bernd here.