Digital Hub

Your Personalized Financial Hub

Ever wonder how you would feel if you can see your complete financial picture in one place?  From viewing your spending habits, to creating a budgets, to measuring your cash flow, and more, all in one place.  

Disclosure: Gardena Financial is not associated with MoneyGuidePro.  We subscribe to their software to benefit our clients.

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Consolidate all your important financial accounts in one place. Easily and quickly review your goals, cash flow, net worth, investments, and more.

Benefit From Our Planning Service 

Overview of Planning Service

Benefits of Planning

Your Financial Planning Portal

Quickly View All Your Accounts

We’ve Got You Covered

Set Financial Goals

Write down your goals and track your progress toward funding those goals, and visualize how your goals impact your long-term financial outlook.

Gain an overview of your financial picture.

Consolidate Accounts

Connect your financial institutions to get an updated view of your accounts and investments in real-time.

Track Expenses

Track where your money is going each month, establish a budget to manage your expenses, and make adjustments based on actual spending, saving, and investment data.

Investment Watch

Easily monitor your investment accounts and asset allocation. Connect all your investment accounts so you can get an accurate picture of your finances.

4 Easy Steps to Financial Planning

1. Understand you & your situation

We will engage with you to fully understand your needs, wants and wishes.  For those who engage with long term planning, you will get a personalized financial website. 

2. Create a solution

Then we can build a strategy to help you fulfill your needs, wants and wishes.  This may involve outside specialists that can add-value to what we are doing for you.

3. Help you implement your plan

After ensuring you fully understand and feel comfortable with our recommendation, we will help you implement your plan. 

4. Monitor and update

After implementation, we will help you monitor your plan to ensure it is on the right path and make any necessary update.

We’ll Show You How It’s Done

Schedule a time for us to show you how easy it is to get your financial goal in order.

Let’s Get Started

Ready To Make a Real Change? Let’s Build Your Financial Plan Together!