Financial Footprint
Personal financial organization and data storage. Transparency in information management communication.
Organization
Footprint helps you organize your entire financial landscape, maintain passwords, documentation, and other important data.
Experience
Our team has significant experience in Asset and Liability management, financial analysis, and information security / fraud prevention.
Confidential, Secure
Information Stored in Triplicate
Data encrypted and Quantum-proof.
Accessible only by you and those you designate.
Problem:
From Chaos >> to Order
We all lead busy lives, managing home, work, families, and our finances as best we are able. Today’s world entails much uncertainty– phishing scams and hackers are constantly trying to gain access to your most important information. Protecting your email accounts, financial accounts and records, is critical for you as well as your larger family.
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What we Do
We help you organize, secure, and manage your most important information. Confidentially, Securely.
Secondly, We serve as an independent party to assess and summarize your financial landsape. The service can also be applied to aging parents and other family members and/or intergenerational asset transfers. The clarity provided increases awareness and improves decision making.
Level 1: Financial Footprint
Level 1 provides confidential access to a secure email and cloud storage platform.
You create and build your footprint and store and manage your most important financial documents and other important legal and critical information.
Level 2: Financial Forensics
Level 2 expands upon the core data entry with organization, interpretation, and compilation of the individual Footprint. Quarterly financial reporting is established and summarized for your review.
Note at all levels YOU control and manage the access to this information. Using PGP Encryption and Quantum-secure platforms we assure 100% confidentiality.
Level 3: Financial Coaching and Decision Support
Personal Coaching will include SMART goal setting and achievement. Objective analysis and interpretation. Consultation with 3rd parties with approved situations (attorneys, children, parents, family)
Get Started
We are here to serve you.
Introduction:
Developing and managing your Financial Footprint will simplify your finances, give you confidence via clear financial organization and management of your most important information. Footprint can also help you manage and store this information.
Mission Statement: Provide Peace, Clarity, and Confidence in the management and security of your finances. Complete confidentiality.
About Us
No Footprint is Too Big or Small
We are only bound by time.
THE TEAM:
Charlie is the founder and CEO of Footprint. Charlie brings over 25 years of corporate financial experience to his role with Footprint. Charlie has always been passionate about personal finance, with focus on integrity and transparency.
Charlie has extensive analysis of balance sheets, income statements, and cash flow analysis. Charlie has worked both with small company clients as well as large-internationally known corporate clients. Secondly, Charlie has developed a core competency in risk management, data security and information management.
Our team is an independent third party to help you manage your financial data. Footprint can bridge generational transitions and maintain information transparently. We have a fiduciary responsibility to serve the interests of our clients.
Prevent fraud, information mishandling, hacking, and even poor advice. Complexity can increase with real estate, business holdings, as well as transitional periods (death, divorce, succession).
Outcomes:
Peace and Clarity.
Join Us
From Chaos >> to Order
We all lead busy lives, managing home, work, families, and our finances as best we are able. Today’s world entails much uncertainty– phishing scams and hackers are constantly trying to gain access to your most important information. Protecting your email accounts, financial accounts and records, is critical for you as well as your larger family.
Contact Us
Please reach out to learn more; we are here to serve YOU, our valued client. Our goal is education, transparency, and peace
612-600-4423
Excelsior, MN
By Appointment Only
Area Reserved: Future Ripple Link
Ripple will further examine the impact you have on the world around you. Ripple will trace and follow themes and trends which often present generationally.