It’s Alive!
No, I have not fallen off the face of the planet. I have been hard at work on two projects.
The first is our new website, www.dvfin.com. It very recently went live and we are proud of the result. The home page features a feed from this blog, a sign up for free quarterly economic updates by email, and access to our new web-based client platform (more on that later, that is project #2).
Explore the site. You can find information about our financial planning, investment management, retirement income planning, estate planning, education planning, life insurance, disability insurance, and health insurance services for individuals as well as how we do 401(k)'s, exit planning, and group benefits for business.
We would love to hear your feed back. Let us know what you like about the site by using the Contact Us feature or by posting a comment below.
The second project has been our new client portal. For a brief overview, play the movie which is part of the slideshow on our homepage. The feedback we have received on it has been terrific. One client emailed:
I like the software more and more. It is similar to Mint, but is a bit easier to use. But the real differentiator to the software is the advisor behind it. And I'm not saying that to be cute….really, it makes a difference if you have experience to guide you through what the numbers mean. It feels good to know that even if I blow off my finances for the next 30 days that you are there to get my back.
And another emailed me on a Sunday evening:
Sitting here with a glass of wine tonight and finally logged in…love the website!!!
When a client spends Sunday evening relaxing with a glass of wine and reviewing their finances, I know we have done our job well.
Now that these projects are live, it will be back to our regularly scheduled writing. Enjoy the long weekend.