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Financial Planning

The Tools We Use

Part of the financial planning process at IMPACTfolio involves creating your own personal financial website. All of your important documents – tax returns, estate documents, account statements, even passports – are all aggregated and electronically available in one centralized location in the same system.

Our system gives you full access to your entire financial life whenever and wherever you need it. You will have your entire financial life at your fingertips, with all of your accounts aggregated together for real time reporting. All of your assets, liabilities, and cash flow will then be connected to your goals through a comprehensive financial planning program that enables a true ongoing planning experience.