You will receive the following reports on a monthly basis:

1. Cash management report:

This will consist of a list of all monthly cash flows (in and out) from your various checking and cash management accounts.

2. Personal financial statements:

This will consist of your personal balance sheet outlining data on the market value of all your assets (cash, business assets, investments, real estate, autos, etc) and data on all mortgages, loans, and outstanding bills to arrive at your NET WORTH on a monthly basis.

3. Investment and Banking Reports:

These reports will be sent to you in paper format, as well as viewable online anytime 24 hours a day, 7 days a week.