Financial Footprint
Personal financial organization and data storage. Transparency in information management communication.
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Organization
Footprint helps you organize your entire financial landscape, maintain passwords, documentation, and other important data.
Experience
Our team has significant experience in Asset and Liability management, financial analysis, and information security / fraud prevention.
Confidential, Secure
Information Stored in Triplicate. Data encrypted and Quantum-proof. Accessible only by you and those you designate.
From Chaos >> to Order
We all lead busy lives, managing home, work, families, and our finances as best we are able. Today's world entails much uncertainty— phishing scams and hackers are constantly trying to gain access to your most important information. Protecting your email accounts, financial accounts and records, is critical for you as well as your larger family.
We help you organize, secure, and manage your most important information. Confidentially, Securely.
We serve as an independent party to assess and summarize your financial landscape. The service can also be applied to aging parents and other family members and/or intergenerational asset transfers. The clarity provided increases awareness and improves decision making.
Level 1: Financial Footprint
Level 1 provides confidential access to a secure email and cloud storage platform. You create and build your footprint and store and manage your most important financial documents and other important legal and critical information.
Level 2: Financial Forensics
Level 2 expands upon the core data entry with organization, interpretation, and compilation of the individual Footprint. Quarterly financial reporting is established and summarized for your review. Note at all levels YOU control and manage the access to this information. Using PGP Encryption and Quantum-secure platforms we assure 100% confidentiality.
Level 3: Financial Coaching and Decision Support
Personal Coaching will include SMART goal setting and achievement. Objective analysis and interpretation. Consultation with 3rd parties with approved situations (attorneys, children, parents, family).
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Please reach out to learn more; we are here to serve YOU, our valued client. Our goal is education, transparency, and peace.
Area Reserved: Future Ripple Link
Ripple will further examine the impact you have on the world around you. Ripple will trace and follow themes and trends which often present generationally.