Digital Due Diligence
Effectively research for virtually anything online. Identify trustworthy, legitimate sources to avoid scams, fraud, unsecured portals/websites/apps and other threats to your personal sensitive data. Understand the threats.
Implement a password manager and digital vault to store unique, strong passwords, security information and private digitized files. Require two / multi-factor authentication. Your best defenses.
Automation & Tracking
Automate transactions and track progress using apps, portals & dashboards to make better decisions. Set-up notifications and access reports to track how you are doing. Know your numbers.
Digital Financial Benefits
Leverage digital technology to not only streamline your personal finances but also the rewards. Eliminate unnecessary fees, charges and purchases.
♦ Credit card rewards ♦ Shopping rewards ♦ Higher FICO score
♦ Higher yield savings rate ♦ No bank fees ♦ Lower lending interest rate
♦ No late payment fees ♦ No commissions ♦ Advanced security