The Trail Guide is a unique online portal where all of your important financial information can be consolidated in one place and updated daily. That up-to-date information is then coordinated with your financial plan. Using the latest in data aggregation and secure online storage, The Trail Guide can make your life easier and also allow for Trailhead Financial Partners to have a deeper insight into your financial picture and offer more proactive advice. You can also authorize loved ones access to your personal information in a time of crisis.
In summary, The Trail Guide offers:
- Account Aggregation - A single online portal to all of your financial information including your mortgage, retirement accounts, credit cards and rewards programs in addition to your accounts managed by Trailhead Financial Partners.
- The Vault - A private and secure place to store your important financial documents including tax returns, legal documents, copies of passports and driver's licenses and treasured photos, videos or sound files.
- A continually updated financial plan - When the value of your assets change, the information is updated automatically keeping your plan up-to-date and enabling your advisor to provide proactive advice and timely feedback.
- Making your life easer! - We are ready to set up your personal website, establish account connections and upload your documents. The Trail Guide provides organization with a single sign on to all of your personal financial information.
Get started today!
Contact us to schedule your set up meeting online or at our office.