Real Time Monitoring


See your bottom line whenever you want, wherever you are.

Having a plan is essential. But when all of your plans work together as one, that’s exceptional. A wealth plan with real-time monitoring compiles the recommendations, analysis and projections from your team of experts, along with your complete financial picture, and houses it in an interactive wealth dashboard. All of your financial information is in one safe place.

The dashboard shows a substantial amount of information, including your:

  • Investment accounts
  • Estate flow charting
  • Income tax projection
  • Estate distribution
  • Net worth statement 

  • When you know what you have and what it’s worth, you can make informed decisions.

    Our EB Wealth Planning team of tax, estate, financial, and transition experts understands your plan is fluid. We help you track your progress toward meeting your objectives and provide you with the technology and tools to always know where you are, and how you will get to where you want to be. We know forward thinking is smart planning.

    What inspires you, inspires us. Let’s talk.


    Brad M. Kelley

    Principal-in-Charge of Financial Services


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