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One Money View

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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.

One Money

 

 

Ask for a demonstration of Camarda Wealth’s advanced planning tools to see if it is something that can help you.