PPC Service Portal

Electronic Portal that uses 256-bit Secure Socket Layer (highest level of encryption available today) to give you on demand access to your financial picture in one place to monitor account activity, track progress towards goals, access your important documents, evaluate spending, and much more.

Document Collection Checklist

Proprietary, detailed Document Collection Checklist to gather your important personal and financial documents.

Document Vault Management

You receive our proprietary, detailed Document Collection Checklist to help you gather your important personal and financial documents. When you upload your documents to your PPC Service Portal, we organize them for you so they are easily accessible.

PPC Service Meeting Binder™

You will receive our proprietary electronic PPC Service Meeting Binder™ containing:

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1.     PPC Service Meeting Agenda™

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Our first class educational financial planning topic Agenda that establishes a way for you to review important topics and receive basic education. The planning topics also correspond with your Document Vault Management System.

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2.      Notes, Comments & Advisor Recommendations

A systematic way to take all notes resulting from your (at least) annual review of important planning topics.

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3.      Outstanding Action Items

Our method to track and follow through with the implementation of all client-approved planning recommendations.

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4.      Estimated Savings from Planning

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 Our way of tracking the cost savings that are a direct result of your coordinated planning

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5.      Executive Summary of your Financial Plan* and/or Investment Portfolio Reports*

A financial plan will be updated on a quarterly basis and accessible 24/7 through the secure Portal

We provide customized reporting services that include account aggregation, consolidated performance reporting and online access

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* These services can be ordered at an additional cost