My Easy Plan
At JT Stratford, We Have a More Collaborative Style of Client Relationship.
Through our digital financial planning solution, we can aggregate all of your financial accounts, including your bank accounts, credit cards, brokerage accounts, insurance policies and even real estate, which helps you gain a better understanding of your overall financial position.
It only takes a few minutes to add your accounts, and once it’s established, you can gain insights into your goals, investment holdings, net worth, insurance needs and liquidity. You can also upload key legal and financial documents in our doucment vault.
With “My Easy Plan,” you will always be just one click away from your personalized financial plan.
1) Create Your Profile - It’s quick, easy and simple to do.
2) Add Your Goals - Retirement, college savings, your dream house – whatever your goals are, we help you track your progress to your personalized goals.
3) Add Your Financials - Aggregate your financial accounts – investments, bank accounts, credit cards, insurance policies and even real estate.
Including all your financials helps you gain a better understanding of your overall financial position.
4) Message Your Advisor - anytime you have a question, we're close by and ready to help.
5) Monitor Your Plan - Any information you need is at your fingertips with the Client Dashboard. From a view on all of your investment accounts to up-to-date net worth and even monthly activity across all of your accounts, everything is organized in a way that is quick and easy to understand.
And you can access your account anywhere, anytime, on any device!
6) Document Vault - Maintaining current and up-to-date legal documents - from wills and estate planning documents to bank access information - can help you protect those you love most.
We use 256-bit SSL encryption, store all of our data on servers in a secure facility and implement systematic processes and procedures for securing and storing data. And because we value your trust, we will protect the privacy of your information and will never share or sell your data with any third party for any purpose without your permission.
Let's begin - click on My Easy Plan and see how easy it is for you to get started!