Good morning & happy Monday!
“The internet is becoming the town square for the global village of tomorrow. “
Bill Gates
I am excited to announce that our Intentional Wealth website is live. When you get an opportunity, I would welcome you to check out www.intentional-wealth.com.
In addition to info about our practice, our team, and our approach you will be able to access your accounts online from the link in the top right “Client Center.” That will take you to https://ifpartners.netxinvestor.com/nxi/login where you can type in your user name & password (if you selected online statements) or you can click on “Register” on the right side of the page under “Need an ID?” if you selected paper statements.
I would encourage your to save both of those sites to your favorites.
If you have any questions regarding online access, Monique Mathews is the point person on our team (Monique@intentional-wealth.com, 863-577-3280).
We are actively working on an app and hope to have that completed by the end of next month. Stay tuned for updates on that.
I’m 41 years old and probably should be much more tech savvy than I am, but I am a firm believer in human relationships. I recently read an article about how loneliness is at its highest point ever recorded in our country … I fear that technology has played a factor in that.
You have likely heard me say before that your portfolio serves your plan which serves your goals (goals > plans > portfolios), likewise I believe technology should enhance our working together, but most certainly never replace it.
Technology is great, but please know our commitment at Intentional Wealth remains as strong as ever to personal, individual service and unique, customized financial plans.
I am so grateful, humbled, and honored to have you join my team and I on this journey. We are working exceedingly hard to make it a great experience for you.