“seek first to understand, then to be understood”
In order to best advise my existing and future clients I need a full picture of their current situation and an understanding of their objectives, aspirations and goals – we rather boringly call this ‘fact finding’… though it is not all just facts!
A recent addition to the Cash Calc tools is the ability for my clients to complete or update their own fact find in their own time from the comfort of their own homes via the Client Portal, if they want to. It is totally secure and can be updated as little or as often as necessary.
We can also use the portal for the secure sharing of documents, like investment statements, passports, utility bills etc AND for secure two way messaging.
For those who prefer not to use this service, please don’t worry, I will still use it as a data storage tool but will manage the access and information myself.