At WorthPointe Wealth Management, we understand many of our clients want to be able to access the most current information about their finances at any time. Therefore, we provide the following resources to allow clients to monitor their financial situation whenever they want. Please contact our office to gain access to any of these resources. (The bill pay service requires an account to be established with the service provider.)
We care deeply about our clients’ satisfaction, so if you have any feedback or suggestions for improving our services, don’t hesitate to contact us.