Our lives have increasingly become more complicated and busy. Our financial lives are no different. Most of us have multiple credit cards, debit cards, bank accounts, investment accounts, 401(k) accounts and insurance policies. Monitoring each account can be time consuming. Seeing how they all work together to achieve your personal goals can be even more challenging.

A single Financial Dashboard makes getting organized simple and it allows you to see your entire financial picture in one safe location. Most dashboards provide easy to use graphs and reports that provide a simple snapshot of your financial net worth. Other features allow you to streamline the creation of a budget and allow easy maintenance to help you stay on track with your financial goals.

COMBINE ALL ACCOUNTS INTO ONE LOGIN

A Financial Dashboard will allow you to aggregate all your investments, bank accounts, credit card accounts and insurance policies into one single location. You no longer need to remember dozens of passwords to access your financial account balances.

Once all your financial accounts have been combined onto the Dashboard you will be able to see how they all work together with easy access graphs and reports. The visual tools clearly illustrate your financial situation and help you chart a roadmap to your dreams & goals.

SEE HOW THE MARKET AFFECTS YOUR INVESTMENTS

Some dashboards provide daily updates for your retirement investment accounts. As the market changes each day, your balance recalculates to keep you up to date. You no longer need to wait for monthly or quarterly reports to be sent from your brokerage firm.

LOW MAINTANCE BUDGETING TOOLS

Since your bank account and credit cards can be added to your dashboard, creating and maintaining a budget has been simplified. In many cases, categories are automatically assigned to your spending but will allow you to adjust as needed. Your budget is automatically updated as it appears in your accounts in real time.

MOBILITY

Many dashboards provide apps for your mobile devices making monitoring your accounts or budget quick and simple.

EXTRA BENEFITS

Some dashboards provide additional features such as a secure digital vault. The encrypted site will allow you to store important documents including your Driver’s License, Power of Attorney, Wills and Passports which can be accessed from anywhere and whenever needed.

ADDED SERVICE FOR YOU

At Kuderer Financial we believe in the importance of keeping our clients organized and informed. For that reason, we invest in our clients by providing access to their own private Dashboard. Contact us to setup a free consultation to learn how you can simplify your financial life allowing you to save time and improve efficiency.