An Open letter for wealth advisors:
Dear wealth advisor, CFP, attorney or CPA,
Do you have clients who use Quicken?
Do you have unorganized clients who should be using Quicken?
I am a Quicken Expert. I specialize in the user training, program troubleshooting and file maintenance of Quicken and QuickBooks. I develop personal accounting systems that leverage the power of these complementary programs. The result: a comprehensive net-worth view, accurate real-time valuation reports, tax compliant records and clients who know where and on what they spent their money.
As a wealth advisor your clients’ value your ability to stay on track with their goals. Organized finances facilitate more efficient and productive discussions and better client engagement. You ultimately will gain a richer perspective of your clients’ finances.
I have helped organize and reconcile clients with a combined net-worth of over $500 million-from individuals looking to budget and track spending to high net-worth families tracking complex portfolios. Clients site the hallmarks of my service as: simplicity, accuracy, and peace of mind in knowing where there money is and how it’s doing.
Encourage your clients to get financially organized by using Quicken or QuickBooks. Please review the details below of my wealth partner program. Contact me via phone or email to request brochures that you can share with your clients or to discuss my services in more detail. I look forward to hearing from you.
Please don’t hesitate to email or call with any questions.
Stephen M. Smith, CPA
Quicken Expert & Advanced QuickBooks ProAdvisor