Global View (Your Personal Financial Website)

Getting your finances organized is a critical part of financial planning and ongoing wealth management. Global View is a personal financial website that will allow you to see all of your financial assets as well as any liabilities in one location. It will also keep the information up to date and protect your data with robust security features (security video or pdf). In addition there is an electronic vault for you to store important financial documents and other information. If we are providing ongoing financial planning, there are educational features, workshops and reports that can help you monitor your financial condition and allow us to review your situation with you online, no matter where you are. You can even access your information on your smart phone.

To learn more, take a look at this short overview video.

Financial World