Part 4 - Viewing Your Income and Expenses in One Place


Under the organizer tab clients are able to add pictures of family members and real estate. They can also add mortgage information such as interest rate, term left on mortgage and if you have an equity line. This not only makes the dashboard more custom, but provides more information when understanding how many expenses the clients may have.

The workshop section has some informational links and topics. Users can listen to presentations or videos of specific interest. If you have any questions we are able to discuss it or we can give you further resources.



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