most climbs begin and end at base camp.

 

Your Personal financial website can be the digital "base camp" for your financial life. 

Personal Financial Website Overview:

set up your personal financial website in 3 steps:

Step 1:

 

Register

Step 2: 

 

Onboarding

Step 3:

 

Schedule

The Personal Financial Website has been designed to serve as the base camp for everything in your financial life.

   Features:

  • View all of your finances in one place 

  • Automatic daily account updates

  • Ultra-secure connection

  • Unlimited cloud storage

  • Plus much more

Once approved, you will receive an email link to access your site. The on-boarding process will easily guide you step by step on

  How to:

  • Link your financial accounts

  • Set budgets

  • See spending habits (food, etc.)

  • Access financial learning workshops

  • Set goals and milestones

  • Upload documents

  • Connect other users (spouse, CPA, etc.)

  •  Plus much more

Now that your personal financial website is all set up. It's time to book your no-cost / no-obligation

consultation with Jordan Jones, RFC. In this introductory meeting you can expect to cover:

  • In-depth review of your financial info

  • Discuss your financial goals & objectives

  • Creating an action plan to help  get you on track

  • Any other questions you may have..