Welcome to the second half of this two-part blog series on how business owners can more effectively manage their business by using an exceptionally convenient and comprehensive tool called “Wealth Vision.”
Managing Your Wealth Effectively and Conveniently with Wealth Vision
“We make use of a financial planning software called Wealth Vision that enables us to provide business owners with a comprehensive picture of their wealth,” says Del Mar investment advisor John Lohrenz of JKL Wealth Management. “We are partnered with eMoney and this software application makes it very easy for business owners to view and manage their wealth from a single access point.”
Wealth Vision is an incredibly powerful tool that provides business owners with ultimate control over their finances. It allows them to manage their bank accounts and watch their net worth grow from a single location. Every transaction is reflected by this system almost instantly, and with easily viewed and accessible income statements, asset allocations and balance sheets, the business owner is saved the trouble of logging into and out of different bank accounts and calling up accountants, lawyers and investment managers to understand their personal wealth and their business wealth.
The benefits of Wealth Vision don’t start and end with convenience, though…
Dealing effectively with financial problems is about timing: the sooner they are addressed the less damage they can do to your business. Along with the useful interface provided by Wealth Vision is a comprehensive educational library that provides business owners with all the resources they need to deal quickly and effectively with problems. Advice is just a few mouse clicks away.
This information is categorized in such a way that makes it exceptionally easy for business owners to find precisely what they’re looking for, saving them time trawling the Internet only to land up on sites and blogs that provide unsubstantiated, unresearched and unreliable advice and information. Using Wealth Vision, you can access this educational financial library from any computer in the world, so long as it has a connection to the Internet and you have your login details.
The Value of Perspective
Business owners will know that running your own company comes with its fair share of challenges and its equal share of rewards. What you must never neglect to do is invest in yourself by taking time away from your business to live: be with friends and family and enjoy travelling, sports and hobbies. “This time is always justifiable,” says our investment advisor in Del Mar. “It’s one of the key tools for business owners that allows them to keep a clear perspective and to continue to persevere.”
What makes it possible to take this time away from your business is having a strong and cohesive financial strategy for yourself and your business. Being able to pick up the phone and call your wealth manager or log in to Wealth Vision and view your entire financial picture makes it infinitely easier.
If you have any questions at all or would like individualized investment advice, please contact Del Mar-based JKL Wealth Management at:
Phone: (858) 535-1705
Fax: (858) 535-1701
Alternatively, fill out the Contact Form and we’ll get back to you shortly.
731 S. Hwy 101, Suite 2K, Solana Beach CA 92075