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In This Letter:

LPP Happenings

 

Portal Tip

 


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Life Planning Partners, Inc.
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Carolyn's Blog:

"The Quest for Simplicity" 

  

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Carolyn McClanahan, M.D., CFP 

Tim Utecht, CFA

 

Carrie Jones, CFP 

   

Krissy Di Candia 

first

Greetings,

 

This year is flying by as we rapidly approach the holiday season. While we finish up with insurance and investments, Carolyn and Carrie will be diving into reviewing your estate planning, updating projections, and preparing for end of year tax planning. To help with some of the tasks at hand, we have hired an extremely talented intern. Please help us welcome Julia O'Meara, who's studying Finance at UNF. We're all excited to have her as part of the team!

We recently sponsored the fifth annual Financial Fitness 5K. The proceeds benefited RealSense and Family Foundations - two great Jacksonville organizations that work to improve financial literacy and financial counseling. LPP was proud to have the largest team and win the "Spirit Award." Thank you to all who participated in supporting this great cause; we had a wonderful time!

As always, let us know your thoughts, questions, and any way we can do our job better. We are grateful for your suggestions.

Warm regards,

The LPP Team 

Secound

Portal Tip

 

We have heard so many wonderful things about how you are using the online portal. The biggest value seems to be the spending overview. Being able to log into one secure site to monitor all of your transactions gives people such peace of mind and a sense of control J over what they are spending.

 

Some of our clients want to separate business expenses or expensive hobbies in their spending and sometimes clients just like to have their spending categorized a little differently. In either case, being able to add new categories gives you much more flexibility. Here is how to add a custom category:

 

  • From the Spending page, click on the Settings button underneath the gray menu bar [hint...there are two Settings buttons: one at the very top right above the gray bar that takes you to Alerts, Security, and Privacy and the other below the gray bar that has Spending Settings].
  • On the Categories tab in the Spending Settings dialog box, select a category from the drop-down box. Any existing subcategories will be listed below.
  • Type a new subcategory into the text box, and click Add. This new subcategory will now be available in the Category drop-downs on the Spending - Transactions tab.
  • For example, to detail your business expenses, select Business then type Advertising in the box and click Add. From now on, you can start typing Advertising and the category will come up under Business. 

Should you need help, just give us a call. We are happy to walk you through anything in your portal.