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As your wealth grows, so does the complexity of your finances. Keeping track of everything can feel like a full-time job. Our clients love having access to the Family Blueprint and the digital Vault, where they can see what they own, owe, and their progress toward retirement goals.Here%u2019s what you need from your advisor for clarity and transparency:%u2022 Automatic account linking %u2013 Set it up once, and it pulls the latest balances from your bank and investment accounts.%u2022 Digital Vault %u2013 Store digital copies of important documents, giving you peace of mind in emergencies.%u2022 24/7 access to your net worth statement %u2013 Review your up-to-date financial picture anytime.Question1 WILL MY FINANCIAL ADVISOR HELP ME ORGANIZE AND SIMPLIFY MY FINANCES?
