Why Work With Us
With an emphasis on the new financial planning model, we believe in the importance of the 'Quantified Self'. What does this mean? In a nutshell, we are dedicated to using technology to help you keep track of every financial and investment aspect of your life so that you can reach your goals and live the life you want, that is "live your ideal life".
A Financial Plan Built Around
Your Unique Goals
At Digital Wealth, we work with our clients every step of the way along their financial journey. We want to understand not only your short-term goals, but your mid-term and long-term goals too. From these goals, we work together to develop a financial plan to help you attain the life you’ve always imagined. Whether you want to own two homes in retirement and live half the year in each of them, or travel to new destinations across the globe while you're still working, we'll put a plan in place to help you reach your goals.
At Your Fingertips
Our clients work hard and they’re busy. They often know that they need to develop a sound financial plan now, but they feel overwhelmed by the process and paperwork. We make the process as easy and efficient as possible, and utilize the latest technologies to keep the information you need at your fingertips. Our approach favors ongoing communication and instant access, so that you'll always have a snapshot of your cash flow and net worth on a consistent, current basis, as opposed to just once or twice a year. From this information, we can make the right decisions to improve your life, and get you closer to reaching your financial and life Goals.