Access your Divergent Wealth Signature Plan. View the assumptions, the inputs, and the results in real-time as the market moves. In this portal you have the ability to play with the assumptions and even create what-if scenarios. Don't worry, your changes will not affect the foundation of the plan we created while we were together.
Your account performance dashboard provides you the information you care about most on the landing page when you log in. It is available 24/7 and gives you access to customize the date range for performance measures allowing you see your account balance on any day in the history of our relationship. This is transparency at its finest.
A secure digital archive, powered by Everplans®, that can be used to organize your most vital family information and store your important life documents. Assigning a trusted person to this archive can make end-of-life planning more efficient and effective. We've already covered the annual fee for this service for our clients, so contact us to make sure you get complimentary access.
Our clients accounts are currently held at Fidelity. If you like a lot of detailed information, viewing your accounts on Fidelity's website may be a better option for you. This link takes you to their log-in page where account activity, statements, and a host of other information can be accessed.