Financial Planning

Griffin Black - Raising Smart, Confident, and Financially Successful Kids
What is a parent’s role in raising smart, confident, and successful children? What matters? What doesn’t? Though author Margot Bisnow was the mother of two happy and driven entrepreneurial sons, these are questions she once never thought to ask. But then she interviewed 70 successful entrepreneurs – and their Moms – and found that many parents’ approach to ‘helping’ their children is counterproductive.
Business Woman Financial
Over the past fifteen years I’ve had the pleasure of working with many smart and capable professional women. I’ve spoken with even more about their finances. Here are the biggest mistakes I’ve seen these smart women make with their money.
shutterstock_2048065637 happy faces
The past two years have subjected us all to unprecedented levels of stress and strain, both financial and otherwise. Over half of the respondents to a recent online survey of nearly 3,000 adults by NextAdvisor felt somewhat-to-very anxious about their finances. Curiously, these responses were given in spite of recent strong stock market performance and in the midst of one of the most robust hiring environments of the past decade.

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Griffin Black Portal

  • Investment Reporting
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  • Account Statements
  • Single Signon to eMoney
  • Billing Statements
  • Document Sharing
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emX / eMoney

  • Financial Planning Tool
  • Account Aggregator
  • Budgeting & Spending


NetXInvestor®

  • e-Delivery – Going Paperless
  • Tax Documents (1099, 1099R, etc.)
  • Account Statements
  • Pershing Communications