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If you haven't already set up a budget in your portal, now is the time to do it!
Set up a baseline budget using the "Auto-Budget" utility and your personal spending history.
Don't have a lot of history established? No worries, start with what you have and make simple adjustments.
Give Jennifer a call at 408-963-2884 and she can help you through it.
The resources on the is page will help you learn how to get the most out of your Financial Journey Partners Client Portal. You can also select Help in the upper right of the home page of your portal for additional resources.
A Guide To Getting Started - A step by step guide to get started with a login to your site.
Best Practices - Best Practices for using your Client Portal.
Connecting Accounts - Steps to add accounts to your Client Portal.
Investments - See account values, asset allocation and market news.
Stay Away with Alerts - Use alerts to notify you of important dates, reminders and account and investment changes.
Interactive Cash-Flow Planning - The Decision Center will help you plan your financial future.
Spending - Track your spending and create a budget, all in one place.
Vault - A secure digital document storage repository.
Mobile Client Site - Access your Client Portal from an icon on your smart phone.
Security - Learn about the advanced security features and protocols to keep your data safe and private.
Screen Sharing - Use screen sharing with your advisor when meeting remotely.
Client Portal FAQs - Answers to frequently asked questions.