Hey Friends! We believe your new Client Portal can be a game changer in your ability to get your arms around the entirety of your financial world. Take the opportunity to see for yourself with the invite we sent you within the last week. If you need for us to resend the invite, send me an email at firstname.lastname@example.org or call the office at 864.626.4380. If you are not currently a client, but interested in taking this tool for a test drive, we can make it available to you too for a trial run.
As always, we want your feedback. If you've already signed in to the Client Portal and have a thought to share, or need some help digging in further don't hesitate to reach out.