OUR TECHNOLOGY

All of CollaborativeWealth's™ planning and investment services are provided through an efficient and advanced technological platform via a client's customized private web page. A client receives private log-in identification for access to their single-access-point. Here, they can view a homepage that shows an aggregated summary of all accounts with various institutions with daily updated account values, reports, and activity. Coupled with the viewing of their comprehensive plan that has been created, a client can compare a real-time current financial position against their targeted goal progress.

Second, a client has access to an encrypted and highly secure documents vault where they can store images of wills, trusts, power of attorneys, healthcare directives, deeds, investment reports and statements, past seminar videos, and past recorded meetings with their investment specialist. Under the client's discretion, this information can be made available to any outside professionals with whom they have already built a relationship.

Additionally, web-conferencing is provided to the client, enabling them to attend a virtual meeting with their financial planner, investment specialist and outside professionals.

This private web page will act as the primary communication tool between the planner, investment specialist and a client. A client may inquire regarding a concern by clicking on an email link located on their homepage, sending an alert notification directly to their planner or investment specialist.

THE MULTI-DISCIPLINE TEAM

Wealth Management is a term and a type of service that many advisors and industry officials have taken on as both a title and a practice. It has reached the height of its popularity, with many advisors now calling themselves "wealth managers." Many have fumbled in attempting to figure out exactly which ingredients must go into the wealth management brew to insure a successful service offering·not CollaborativeWealth™.

CollaborativeWealth™ understands the importance of having multiple disciplines in an approach to a client's financial affairs. This is the reason we coordinate our planning efforts with internal and external specialists and professionals. These might be professionals with whom a client has already built relationships, or they might be new relationships that CollaborativeWealth™ facilitates. A client's team combines various areas of expertise to create a collaborative effort in building their financial plan. This core team is comprised of four professionals.

Wealth Manager • Investment Specialist • Insurance & Estate Specialist • Investment

Although these four professionals typically meet the needs of most clients, there are many clients whose complex financial affairs require additional disciplines being added to the planning and implementation team. These outside parties are not affiliated with LPL Financial.

Estate & Trust Attorney • Family Law Attorney • Retirement Plan Specialist Corporate Benefits Specialist • Personal Concierge • Tax Attorney or Advisor

• Comprehensive Financial Planning
• Investment Advisory & Management
• Risk Management
• Product Consulting
• Innovative Collaboration