Hey {first_name}!

Just wanted to reach out to let you know about a great online tool that allows you to organize your finances all in one spot and it’s a FREE perk for you as a benefit of being my client. Watch this quick two minute video to see what it’s all about:

YOUR FREE PERSONAL FINANCIAL WEBSITE

The online tool is secure and non-transactional. It’s for organizing and viewing your financials, not moving money around. Sync it with your bank, credit cards, mortgage, investments, etc in order to:

Create financial goals for you and your family
Track expenses so you know where your money is being spent
Keep track of you taxes
Have a greater understanding of your budget so you can save more money
Print reports like income tax, balance sheets, investments, and more
And there’s a secure online vault to digitally save your important documents like wills, taxes, loan documents

If you’d like to take advantage of this resource for you and your significant other, all I need from each of you is:

your first name
last name
date of birth
and one personal email

After I receive this, I will email you access to your own financial website!

Look forward to hearing from you soon,

Rich Claypool

Infinity Credit and Financial Services

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