Client Organizer

Your Personal Financial Dashboard

The single most important part of your financial life is knowing what you have and where it is. Financial Partners provides clients with their own personal financial dashboard to view and organize their financial lives and more.



DASHBOARD:  A consolidated view of everything you own and owe, updated daily.

BUDGETING TOOLS:  Track spending habits and monitor cash flow.  Set budgets and keep track of your progress of reaching your savings goal.

ORGANIZER:  Intuitive organizer helps clients consolidate their important account information.

REPORTS:  Over 200 printable reports and presentations to help illustrate and educate where you are today and what tomorrow may look like.

VAULT:  Unlimited access to secure electronic document storage to keep your most valuable records safe and accessible where ever you are.

AWARDS MANAGER:  Track and monitor all awards programs in a one place.

FINANCIAL WORKSHOP:  Helping clients understand the impact of their financial decisions and make their goals reality.

EDUCATION CENTER:  An extensive library of videos, articles and other resources to increase your financial knowledge.

On the go… Same great features from your smart phone or tablet. 

On The Go



Questions? Phil Putney, CPA PFS is a federally licensed fiduciary. Call 1-248-888-7530 or click here to schedule a no obligation initial consultation.