Managing your personal balance sheet can be tough, but as a Centerpoint client your contributions and distributions are maintained strategically, efficiently, and with your needs in mind complete with the opportunity for aggregated reporting and transparent performance tracking. Services include net worth and expense reporting, family and individual budgeting, cash flow projections, and for those looking for added efficiency, coordination with a bill pay specialist. Streamlining your personal or business cash flow will reduce your financial stress and improve your quality of life.
Working closely with your Supervisor of Client Operations, Lori Patterson and Reporting Associate Courtney Faria, you can easily schedule automated deposits, withdrawals, and schedules to fit your needs. Although we would all love for our financial future to be 100% predictable, we understand that not every monetary need can be anticipated, and we are also available for emergency situations, and money movements are available daily. For a greater look at what your cash inflows and outflows will look like in the future, consider a formal financial plan with Olga Okaty, our Director of Financial Planning.