Covenant Wealth Organizer
We have implemented a new technology developed to provide you with an interactive wealth management tool. In the past people have completed financial plans that reflect their financial situation at a particular point in time. Knowing that life is changing we will now use a system that continues to track and monitor your financial plan on a daily basis.
The available services include:
- Personal website with 24 hour access to all of your financial information
- Account Aggregation with Budgeting
- Intraday Investment Updates
- Online Vault for storing documents
- Mobile account web access
We strive to provide the best strategic advice available to ensure our clients make informed investment and lifestyle decisions. This personalized planning tool will assist us in making these decisions with up-to-date and accurate financial information.