Camarda Wealth’s One Money View™ application offers advanced financial planning power to clients, fully coordinated with a licensed Camarda Wealth advisor. This robust system helps make real goals-based planning a snap.
Even more, it aggregates all your financial accounts – from bank accounts, investments and 401(k)s to insurance, mortgages and loans – and puts it all on one easy screen. Our clients are able to look at their total financial picture with one click, on a constantly-updated basis.
This powerful software even lets clients play “what if?” in the Play Zone, so you can see how affordable that expensive wedding is, or how buying a vacation property will impact retirement or kids’ inheritance.