Your very first Financial Zen Performance Report is ready!
Login to your client portal, and look under “Performance Reports” in your Vault.
They are designed to be an easy-to-understand and therefore meaningful snapshot of your financial health. Whether you like a lot of detail or just the headlines, it’ll scratch your itch.
Click here for a detailed walkthrough of a sample client’s performance report.
If you still have questions after viewing the tutorial, feel free to schedule 30 minutes with me for a one-on-one.
