Let us help you get logged in using your cell phone, tablet, or laptop for one of our online programs to take control of your financial world.  Enjoy a few appetizers as well!

Organize. Monitor. Collaborate .... using our custom personal financial Wealth Design program.  Also offered is our Account View  program that provides online access to your accounts, statements, documents, tax forms, paperless settings, and more!

Sign up for a personal demonstration or one of our mini sessions by calling 616.606.9100.  Zoom appointments are also available.

RSVP is required.  Appointments offered on Wednesday July 21 and Wednesday July 28.  Times vary. A mini session on Wednesday, July 28th at 5PM is also being offered.