Broker Check

Your Own Personal Financial Website

Client Centered

A major part of navigating your financial journey is knowing what you have and how the various pieces are performing. Most of us have many accounts spread around at various institutions; so much so, that it can be difficult to wrangle them all.  From checking, savings, investments, mortgages, IRAs, brokerage, credit cards, auto loans, and more IRAs - it can be an impossible task to get a handle on what we actually have.

Our Roadmap clients have access to their own Personal Financial Websites which provide a solution to that problem:  in one secure location, you can see virtually every account that has a dollar sign attached.  You'll also have access to a Vault where you can store digital copies of vital documents like trusts, wills, life insurance contracts, and birth certificates for safekeeping and redundancy with instant access from anywhere and any device.

The whole is greater than the sum of its parts.  Your Personal Financial Website puts all of your parts in the same place!