We want to make financial planning and investing as easy and painless as possible for you. One way that we do that is by embracing the technology that is available to all of us.
The technology that we’ve implemented impacts how we communicate with you, how we keep your information safe and secure, and how we create time savings for you.
The vast majority of our communication with you is via email. We are also happy to talk on the phone or in person, but past surveys have reflected that email is the preferred method of communication. We also communicate via Facebook, Linked In, Twitter, Google Plus, You Tube, and our Blogs.
Safety and Security
Securing your information is vitally important to us which is why we (1) encrypt our computers, (2) require password protection on all electronic devices, (3) encrypt all emails with client sensitive data, (4) utilize a secure Client Vault to store key documents for you, and (5) password lock our computers when we step away from them.
We have also established a Business Continuity Plan so that we can continue working in the event of a natural disaster, power outage, or some other issue. The vast majority of the tools, software, and technology that we use are cloud-based, which means that we can be up and running instantly anywhere in the world there is an internet connection.
Since we utilize online service providers, we annually verify that they also have a Business Continuity Plan as well as industry-standard data security measures in place.
With technology allowing people to get so much done, we understand that you are busier than ever. As a result, this doesn’t leave much time for you to handle financial matters.
To alleviate this problem, we have processes in place which allow clients to meet with us from the comfort of their own home via tools such as Skype, Google Hangout, screen sharing services, etc.
Our technology and processes also allow us to work with clients no matter where they are located.
So, don’t worry if you are not physically located near our St. Louis, Missouri office. We can still work with you and serve as your online financial planning firm.
In addition to having online reviews, our office is primarily paperless. When it comes to paperwork, we don’t want you struggling to figure out how to fill out a form(s). That’s why we fill out all documents for you and then email them to you to sign electronically. No more coming into the office to sign paperwork.