Over the course of the next few installments of the Gerber Kawasaki Viewpoint, we will be highlighting key features of the My Money Page app that make it a unique standout in a world inundated with financial apps. Just like your trusted Gerber Kawasaki advisor, this app is designed to work with you - and for you - to achieve long term success.
Keep your eye on the prize. There’s no predicting the future, but putting a plan in place is a good idea. My Money Page makes it easy for users to update and add goals to their profile. As your circumstances change – for better or for worse – be sure to keep these goals updated as possible. Whether you’re faced with marriage, children, getting a raise, or moving into a new home, major life changes don’t just impact your well-being, they also affect the distance between your financial goals and your current state. Keep your goals at the forefront of your mind through inputting updated information to your My Money Page profile. Not only will you be keeping yourself accountable, you will also be providing your advisor with information that’s crucial to tailoring and adjusting your financial plan to your ever-changing life.
Hungry for knowledge? It’s time to Feed. Whether we like it or not, we live in a social world. Being surrounded by countless social media platforms every day allows users to tailor their online presence how they see fit. What does this mean to you? Through becoming an active My Money Page user, you are gaining access to a whole new information source with various streams of content without having to completely alter your online identity. Not on Twitter? No problem. Go to your My Money Page home screen and follow along with the Gerber Kawasaki Twitter feed in real time without ever signing up for Twitter yourself. The feed is chockfull of market information and commentary, breaking news and current events, and other musings from the GK team. Also on the homepage are to-the-second stock market updates – follow along with stock prices and see how the markets close each day, all without leaving the app.
Say ‘yes’ to being in the ‘know.’ Everyone has an opinion when it comes to notifications. Love them or hate them, in some cases they contain important information, and My Money Page is no exception. By allowing My Money Page app notifications on your iOS devices, you’re allowing yourself the opportunity to become an active, informed investor. We will never spam you – our notifications are all about quality, not quantity. These include alerts on GK media appearances, notifications from your advisor, and other important updates we feel our clients should be aware of. As your trusted team of advisors, we simply feel it’s our duty to keep you in the know, and My Money Page is the perfect platform to connect.
In what ways has the My Money Page helped you? What are your favorite features? We are always eager to hear your feedback – let us know at firstname.lastname@example.org.
By Dana Moore
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which course of action may be appropriate for you, consult your financial advisor. No strategy assures success or protects against loss.
Financial advisors at Gerber Kawasaki are registered representatives with, and securities offered through, LPL Financial, Member FINRA/SIPC. Investment advice offered through Gerber Kawasaki Inc, a registered investment advisor and separate entity from LPL Financial. Please consult your investment professional before acting on any advice.
Gerber Kawasaki Wealth Management, 2716 Ocean Park Blvd. #2022 Santa Monica, CA 90405. Contact us at (310) 441-9393.