Your CAM wealth management portal allows you to aggregate your assets and liabilities, so that you can clearly see and understand your financial position in real time at any point in time.  The aggregation process requires just a few minutes of your time to connect each financial account and debt obligation.

Given that we are all busy and time is always of the essence, why are connections so important?  Why is the process worth a few minutes of your time?

• Accurate, real-time data helps us produce comprehensive plans that are reliable and relevant.  If we understand your resources, including current valuations, we can work together to create a plan, that correctly reflects your objectives and capacity.  This plan can be a dependable road map for your financial future.  You will be able to evaluate the probability of realizing the objectives you have set for yourself and your family.  When any aspect of your financial situation changes, we can quickly create a revised iteration of your plan, with the new information.
• Current valuations allow you to assess the impact of future purchases and decisions. If you have ever contemplated a home remodel, the purchase of a second home or the desirability of retiring early, you will want to know how these decisions will impact your long-term well-being.  A complete understanding of your assets and liabilities, with current valuations, allows us to effectively model any scenario you would like to consider.
• Connecting assets and liabilities allows us to make more meaningful recommendations.  Have you ever wondered whether you should refinance your mortgage or tried to determine the most tax efficient way to give assets to your church or synagogue?  We routinely monitor our clients’ portals, looking for ways to improve our client’s financial position.  Accurate data leads to better recommendations and financial decisions.
• Current balances allow you to see your net worth in real time.  Do you ever wonder if your net worth is increasing and by how much?  Connecting your assets and liabilities allows all aspects of your balance sheet to be continually updated, providing a current statement of your net worth.
• Connections ensure that you will know what you have, why you have it and where it is.  Aggregating for a complete picture of your financial situation is essential.  It is the foundation of good decision making.

The benefits are many and the time needed is relatively minimal.  Connecting your assets and liabilities in your CAM Wealth Management Portal is simple and very secure.  You may recall that our portal employs the highest level of encryption available—256 bits.   And if you encounter any questions we are here to help.  We will do everything we can to make the process as streamlined as possible.

Now…let’s connect!