Financial Journey Partners clients are encouraged to join us online as we address your specific questions and requests to enhance your efficient use of your Client Portal.

Topics will include:

► Budgeting 

• Adding subcategories
• Creating rules for categorizing transactions

► Vault 

• Sharing documents securely with your Tax Preparer and Estate Attorney
• Using the Help Feature

► Your Questions!   Submit your issues and inquiries ahead of time so we can customize the webinar to address your needs!  

Gain Efficiency Using Your Personal Financial Portal

Download our Efficient Use of the Client Portal Webinar flyer!

Join us online: Thursday, March 11, at 1:00 PM Pacific.  

If you need assistance registering, contact Arielle at arielle@financialjourney.com or 408-963-2889.