Tech Stack

Wealthbox helps our team organize client information, conversations, and follow-up tasks. This supports continuity across our team and helps us stay attentive to your questions, requests, and next steps.

eMoney brings financial information and planning scenarios together, helping us explore how different decisions may affect your goals. It makes planning conversations more tangible, so you can better understand your options and the trade-offs involved.

Jump is an AI-assisted tool that helps advisors prepare for meetings, organize notes, and identify follow-up items. By reducing meeting administration, it can help our team focus more attention on your priorities and the conversation at hand.

Holistiplan helps analyze tax returns and identify potential planning opportunities. These insights support discussions about how taxes fit into your broader financial picture and where coordination with your tax professional may be helpful.

OnceHub makes it easier to find an available meeting time and book an appointment online. You can choose a time that works for you with less back-and-forth by phone or email.

Zoom allows us to meet by video and review information together through screen sharing. Whether you’re at home or traveling, it offers a convenient way to stay engaged in your planning without a trip to the office.

MyRepChat supports business text messaging while helping our team retain communication records. It provides another convenient way to coordinate appointments and handle quick questions with our office.