At Wescott, we know successful financial planning is only possible when you and your financial advisory team have a clear view of all of your assets. That’s why we developed a proprietary process to bring together every piece of your financial life into a complete financial plan. It’s called PerfectScore.
Through PerfectScore, you will work closely with your advisor to organize and centralize your assets, liabilities, financial reports, legal documents, and other important information. PerfectScore continually maps your progress toward a complete financial picture, analyzing, recommending and implementing every aspect of your financial plan.
Your advisor will use PerfectScore to regularly update your financial plan, from evaluating your risk exposures to assessing your estate plan. You’ll have access to all your documents anytime, anywhere, through our secure, cloud-based digital data exchange, myWescottVault™.
With PerfectScore, you can be confident our advice is informed by your complete financial picture, from your financial assets to the many factors that make up your financial mindset.
Let us help you reach your goals today.