Helping well-paid, but not well-planned individuals achieve financial peace of mind.
What’s in it for you:
My$ - Provides an online personal website with 24 hour access to all of yourfinancial information in one secure location:
- Credit Cards
- Net Worth
- Online vault to store documents, such as passports, wills, or anydocuments you wish to be kept safe.
- Mobile web access to view your financial information anywhere.
- The software provides you with account aggregation.
- It provides intraday investment updates.
Investment Portfolio Management
401K - ongoing portfolio monitoring
GoalGami-Annual Financial Plan Creation - A goal oriented balance sheet to let you know if you are on target toward achieving your financial goals.
Quarterly Consulting Call
Dedicated Team Concierge
Annual Retirement Plan review
Access to our team of Financial Professionals (CPA, Attorneys, Et al.)
Access via our website all WBS videos, papers, and reports
Membership in the WBS – Book Club (E-book or Hard copy)
A copy of How to Avoid Bag Lady Syndrome: A Strong Woman'sGuide to Financial Peace of Mind by Lance Drucker
Monthly DWM Video Newsletter
DWM Educational Workshops
DWM Client Events
Planning + Professional Guidance = Results