Financial Planning, Built for the Modern Age
The cornerstone to our service is financial planning. Unlike other planners, though, we do things quite a bit differently. Rather than wasting time in traffic to sit in a stuffy office looking at numbers nobody understands, we use technology to meet “virtually” from the comfort of your home or office. We build customized financial plans, built by real financial advisors (not just some computer program). Each plan is tailored to help you reach your objectives, not those of some big financial conglomerate. This modern way of providing financial planning is more efficient and saves you both time and money.
Proactive Wealth Monitoring
Whether there is money on the move, or allocations adrift you need to know what is happening with your clients. Blueleaf automatically monitors ALL your clients accounts for things you need to know allowing you to manage money that is held away almost as well as custodial assets. Once you have a plan, it needs to be monitored. Our proactive monitoring system automatically checks all of your accounts and lets you know quickly and easily if you are on track. If you ever fall behind the system alerts you right away, and your personal Wealtholution Advisor helps create a game plan to get you back on track.
In This Case… Different Really is Better
For many people the idea of a Virtual Financial Advisor (or Online Financial Advisor) is different. And different can be a little scary at first. We understand, so let’s shed some light on what a Virtual Advisor is and why we think it’s the best solution for many people looking for quality financial advice and management.
Track your portfolio and planning progress wherever, whenever, and however you want. Including with all your mobile devices.
Don’t be shy and get in touch, let us know if you have questions. We have a highly trained staff of experienced financial advisors at your ready – whenever you are.