As the complexity of your financial life grows, so does the number of documents and information that you need to track. It is easy to forget where you filed away important documents, especially when someone tells you “it’s for your records”. As a fiduciary and as your financial advisor, we understand all the moving parts of your financial life and want to help you stay organized. The Karp Capital Client Portal has unlimited storage in your document vault to help keep everything together and avoid the frantic searches when you need to reference key information or provide documents to your other trusted advisors.
Each year you can be inundated with various forms that you will need to file your taxes and, of course, they never come at the same time. By uploading them to your portal, we can help you keep everything together and even provide that information to your CPA by sharing the tax folder with them. It also gives your CPA a secure place to share your tax return with you. It will not only make your life easier, but it allows us to collaborate with your CPA to optimize the work we each do on your behalf.
When you buy a home or refinance, the paper chase can be the most time-consuming part of the process. With all your financial documents in one place, we can easily pull the requested documents for you to make the process as seamless as we can. The vault is also a great place to store the large packet of information you receive at your loan signing, including the note for your loan, titles, and warranties. Your Trust is the document that memorializes your financial life. However, as your financial situation changes, updates are often necessary. Keeping your wills, deeds, Trusts, insurance policies and financial statements in the vault can not only make it easier on you to make those adjustments but also save you hours in attorney fees when you limit the document collection process and communication.
Allowing us to help you stay organized will not only make your life easier, but it helps us make the lives of your loved ones easier as well. You can maintain a folder that provides your heirs with the key information they will need to manage your estate after you pass. We can provide your loved ones with access to information to make a difficult time just a little bit easier. The vault is not limited to legal documents and financial statements. You can store audio files, video clips, and pictures to leave behind meaningful and thoughtful instructions for those with whom you have entrusted your legacy.
Your vault has a Help Center file with a list of documents to help you navigate the Karp Capital Client Portal. Among them is a list of things to consider uploading. We encourage you to take the time to use this tool.
If you have any questions or need to get set up on your Client Portal, please give our office a call.