Your First Financial Zen Performance Report

Your very first Financial Zen Performance Report is ready!     

Login to your client portal, and look under "Performance Reports" in your Vault.  

They are designed to be an easy-to-understand and therefore meaningful snapshot of your financial health.  Whether you like a lot of detail or just the headlines, it'll scratch your itch.

Click here for a detailed walkthrough of a sample client's performance report.

If you still have questions after viewing the tutorial, feel free to schedule 30 minutes with me for a one-on-one.