Our Technology

Financial planning is done on a personal level. It is one of the most important undertakings and journeys we TAKE. It involves multiple discussions, answering some easy and some hard questions, data discovery and number crunching. We don’t rely on technology, but we do leverage it to help ensure we give you the best information and plan we can. We continually invest in our technology and training to help ensure we can meet all our clients’ needs. We have access to multiple platforms and tools and use the ones we believe will suit your needs best.