Financial Symmetry’s Online Client Center

We have enhanced our current services for all new and existing clients by including access to a client portal that will help you stay on top of your financial life.

We realize that keeping up with all aspects of your financial heath can be overwhelming. As your financial advisors, one of our roles is to simplify this complex array of data, and present it to our clients in a meaningful way. That’s why we developed a new metric called Financial Fitness.

While clients’ quarterly reviews focus on investment accounts, investments are just one piece of the puzzle that is in your financial life.

Financial Fitness is a measure of your overall financial health, incorporating all of the vital components to help you achieve your goals. For some, this might mean maximizing retirement contributions or adding life insurance, while others may need assistance with charitable or estate planning. Your life is unique, and your financial plan should be designed to fit your situation.

To support your financial fitness, our client dashboard features your Financial Fitness Score, reminders of the goals you are working toward, easy ways to access quarterly reviews and planning documents as well as secure upload for additional documents.