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:

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..

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