Your Family Financial Website

Your Family Financial Website allows you to create a comprehensive view of your financial world. This financial tool keeps track of  all your banking and investment accounts regardless of account type or where your accounts are held. This also allows Castlebar the ability to give you more accurate financial planning and investment management advice. We find it helpful for our clients to share their with 401(k), 403(b) and employee stock option plans with us. Watch this video for a quick peek into this awesome tool. 

 


Your Family Financial Website is a next-generation financial information and management tool that allows you to organize, store and monitor all of your important financial and personal information in one place, which you can access from anywhere in the world.

Top 5 Reasons to Use Your Family Financial Website.

1. View All of Your Accounts Together, with Balances Updated Daily

Investment accounts, bank accounts, mortgage balances, credit card balances, stock option information, etc. can all be viewed and tracked with Your Family Financial Website, with balances updated daily. You can also list real estate, boats, collectibles, life insurance, and any other assets you own.

2. Store All Important Documents in Central Location

Wills, trusts, living wills, powers of attorney, tax returns, insurance policies, medical information, birth certificates, drivers licenses, passports, and any other important document, can be scanned to your Secure Digital Vault, which you can access from anywhere in the world with an internet connection. Your online Vault can be especially useful in times of crisis or natural disaster, when hard copies of valuable documents may no longer be available.

3. Create Alerts for Important Tasks

Set up automatic reminders to yourself, sent to your e-mail address, for anything, from anniversaries and birthdays, to tax filing dates. It also allows you to create automatic alerts that will send you an e-mail if an account balance goes below a certain amount.

4. Track All Your Reward Programs 

Track your frequent flyer miles, hotel award points, credit card awards, and other point programs that you participate in.

5. Collaborate Effectively with Advisors

You can collaborate with your advisors by giving online access to specific documents in your digital vault, for example, you could allow your accountant to view your tax returns, your attorney to view your wills and trusts, etc.

This tool is provided to all Castlebar Asset Management Clients. Are you interested in learning more about our services? Contact Us.  

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