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Welcome to MaxNoll 2.0!

Chris Saccante
March 02, 2016

2015 was an exciting year for us – we made some great new relationships, our Client Portal is about to get even better with more integrations, TD Ameritrade is launching a whole new version of Advisor Client, and we have formed a new partnership with Everplans, to provide our clients with secure shareable archiving of important documents. Each of us has achieved some personal milestones and, Voila! We finally have a new website! WOW!

Our clients continue to utilize our financial planning tool to track their progress toward determining and reaching their goals, and that will be integrating with our client portal soon, so your portfolio information will update automatically. If you haven’t tried it out yet, let me know and we’ll get you started.

Have you ever spent a sleepless night worrying about the important things you haven’t done yet? It’s usually following a near-miss on the freeway or while trying to cross the street. We’re grateful for another day to worry about it, but when the adrenaline rush goes away, we put it off yet again. Well, join the crowd – you are not alone!

That’s why we are very excited to bring (offer) you Everplans. One of our goals has been to encourage our clients to organize their estate documents, update wills and trusts, or at least review them every few years to be sure they are still relevant, and involve their families in the process. Everplans goes even further, by providing a secure place to store digital copies of your estate documents, as well as photos, and other important information your family will need in the event of an emergency like medications, physicians, powers of attorney or advance directives, even pet care! In one place, accessible from anywhere.

This is something I tried to put together 20 years ago, when I was caring for several elderly friends whose families lived out of the area. The problem was the technology wasn’t there yet! This is why I am thrilled to be able to bring you this product now. It’s easy to complete, and you can share as much or as little as you like with whomever you want. Everplans has bank-level encryption, is HIPPA-compliant, and features a 2-step verification process every time you log in. This service is free to our clients.

I’ll be sending invitations to start your Everplan throughout the year, but if you want to get on board sooner, just give me a call!

We’re also producing more short, simple-concept videos on saving and investing, inspired by Carl Richards (behaviorgap.com), whose great artwork decorates our office - they keep us mindful and focused on what really matters. Two of his drawings are featured on our landing page, and we plan to add more.

If you go to the Client page, you will find links to our client portal, TD Ameritrade and Everplans – just click on the logos and they’ll take you straight to the log-in pages. If you haven’t activated your accounts, or if you’ve forgotten your User ID, give me a call and we’ll get you on track.

Future plans include adding educational videos and audios, and refresher pieces from our seminar series. We also plan to conduct some live seminars in our office classroom sometime this year.

Many thanks to Carl Richards (“The Sketch Guy”), Liz Cotone (for finding our ‘voice’), and Aileen Weiss at Great Matter (for her great advice, skill and patience!). This was not a DIY project!

We think we’re going to have a great year in spite of the craziness and drought! Stop by and let’s have a great conversation!

Chris