Many of the individuals I work with are between the ages of 40-55. These people are often known as the Sandwich Generation, as they are often caring for aging parents while also raising small children. They are often fairly well off, yet still have so many financial questions they need answered on an ongoing basis. Their personal and financial lives are often very hectic and go unplanned. This is why great financial planning software could potentially be very beneficial. Here are 4 reasons why you should use Wealth Vision software in your financial life:
1) Wealth Vision software is an aggregator. It takes all your investments, wherever they are held, and lets you view them all under one roof. Once the assets and liabilities are linked together in one place you will have a better chance at planning life’s financial issues. I have found that the more information and education families have about their financial situation the better off they tend to be in both the short and long term.
2) The software may help you understand the hundreds of “what if” situations which may arise over the years in your financial life. We build in your budget and some assumptions about your plan so we can predict many possible futures for you. You will be continually armed with the most up to date and pertinent information for your particular situation.
3) The software is internet based, secure, and easy to use. You can access your information on the go right on your mobile device. The advisory relationship can be so much stronger when we can each logon at the same time and review your case. I also have many clients who tell me they will never logon but are so glad I am doing so on my end!
4) The most important reason to use Wealth Vision software is that I, Stuart Steinberg, will be on the other end! I am there to answer your questions or tease out the particular financial issue you may have. Life is so complicated, but your financial plan does not have to be. You can get the education you need and take control of your financial lives!
Our podcast on WNBP.com FM 106.1 Newburyport is below.
Stuart Steinberg of Eaglerock Financial, Inc. has worked with families for more than 20 years, helping them work toward their financial goals through a holistic, well rounded approach rooted in objectivity, education, and empowerment. Stu is highly regarded by clients and colleagues for his unique combination of investment, CPA and entrepreneurial experience in the high net worth market.
28 October 2013