Innovation & YOU

One thing that we pay a lot of attention to in our industry is innovation. Most people probably would not think about personal finance, when they think about innovation. Personally, I think of companies like Apple, the technology industry and geographic regions like Silicon Valley.

But actually, some of the innovations that have occurred in the technology that we use in personal finance are pretty amazing! These innovations make it easier for you to manage your daily budget, track current expenses, and understand the status of your personal finances each and every day.

Innovative Ways to Manage Your Financial Future

We now employ technology to make personal planning sites available for our clients. These secure sites allow us to electronically link literally everything on their balance sheets—for example, mortgages, commercial real estate loans, bank accounts (checking and savings), and life insurance policies. You name it, if the electronic connections are available, we can pull that data on a daily basis and build a balance sheet that is updated continuously. Thus even as the world changes around you, it is still very easy to know where you stand in terms of your personal financial situation.

Innovative Ways to Manage Your Daily Budget

Innovation also has led to improvements in tracking expenses. Thanks to automation, your secure personal planning site can consolidate data from credit cards, debit cards, and bank accounts on a daily basis to track spending. You can see where your money is going, and make sure that your spending habits fit your goals and your family values. It is also important that this allows for automated budgeting.

These innovations in the technology used in personal finance are empowering our clients to lead their best lives and leave powerful legacies in ways that are much easier now than in the past. These improvements also lead to increased client engagement with our firm and with our wealth planners. We can work more closely with you than ever before on these important issues.

If you are interested in this technology, and what it can do to empower you to lead your best life, I encourage you to reach out to us. Contact us by clicking “Start the Conversation” below and we will be happy to talk with you about what these technological innovations may be able to do for your family. Thank you and have a great day!


Published: November 11, 2015

Author: N. Perry Moore, CBEC™, CFP®, ChFC®


Phone: (812) 602-6306



The information in this material is only as current as the date indicated, and may be superseded by subsequent market events or for other reasons. While all information prepared in this document is believed to be accurate, any statements of opinion constitute only current opinions of Payne Wealth Partners, Inc., which are subject to change and which Payne Wealth Partners, Inc. does not undertake to update. Accordingly, you should not put undue reliance on these statements. The information does not attempt to examine all the facts and circumstances that may be relevant to an individual’s financial needs. Payne Wealth Partners, Inc. is not soliciting any action based on these statements.

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Payne Wealth Partners, Inc.
Keystone Financial Consulting
601 N Cross Pointe Blvd
Evansville, IN 47715
Phone: 812-477-6221
Toll Free: 888-477-6221
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