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Financial Goal Tracking
Easily add, personalize, and track progress toward their financial goals.
Give clients access to their portal whenever they want, from wherever they want.
Spending and Budgeting
Create budgets and track spending automatically.
Powerful Data Aggregation
Connect accounts from hundreds of financial institutions across the country to automatically power your platform -- and your advice.
Questions? Text me at (401) 406-8090
Shaun M. Jones has advised clients on all aspects of investment strategy, portfolio risk, and wealth management for almost two decades. His clients include affluent individuals and families primarily in the legal, medical, and executive fields.
A contributing author to the book Real Life Financial Planning for Physicians, Shaun has published research in the field of personal wealth management and contributes to articles for major financial outlets like CNBC online.