At Castle Rock, we believe that you should never have to wonder about the status of your financial goals. Transparency and clarity are core values in our work. Our role is not a “gatekeeper” to your finances, but a facilitator to give you the knowledge and tools you need to make informed decisions. Our goal is to make it easy for you to access your financial information whenever you want, wherever you want.
That’s why we have the Stashboard, an online tool to help you visualize your entire financial portfolio in one place.
Features of the Stashboard include:
- Consolidated data. Connected financial accounts, budget information, cash flow, and goals all live in the same place. Up-to-date data makes it easy to evaluate your options.
- Online collaboration. Provides the information you need to work together with your financial planner to identify stumbling blocks and develop attainable actions for you to meet your goals.
- Digital vault. The Stashboard acts as a central depository for your critical documents. Your financial documents are stored securely online, creating a backup that you can access them from anywhere.
No matter your needs, we provide you with access to your entire financial portfolio through the Stashboard. Contact us today to find out more about accessing your financial information in real time. Questions? Contact us >
If you use the Stashboard regularly, or are just starting out, you may have questions. We’ve developed a few documents to make it easier for you to use the Stashboard! Check them out below.