Greetings,
We have a new LPP Team member! Vickie Taylor has officially retired and although she is irreplaceable, we’ve found someone who is equally delightful and well suited to pick up the ball.
Samantha Davis will be our new office assistant helping with clerical work and assisting Krissy with client services. Samantha recently graduated with her associate degree and is continuing her education focusing in business management. She is married with two beautiful children and enjoys spending time outdoors. We are excited to have her as part of our team!
One of Samantha’s first projects is to reorganize your vault in the financial portal. Our goal for the vault is to give you a place where you can securely and easily access your most important documents and reviews. For long term clients, the number of documents has grown significantly which can make finding something in your vault overwhelming.
To fix this, we have the following folders that contain the most important documents and most recent reviews:
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LPP Agreements – Contains your current agreements with LPP.
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Financial Planning –Contains your current projections as well as past reviews.
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Business Planning – Contains business documents for clients with businesses.
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Insurance – Contains copies of your current policies and your most recent insurance review.
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Investments – Contains your Investment Policy Statement, an educational piece on how to review your portfolio information, and your investment reviews.
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Estate Planning – Contains copies of your current estate documents as well as your most recent estate review.
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Shared Documents – This is a folder where you can securely upload documents to us. We will then download and file them accordingly.
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Taxes – Contains copies of your tax returns.
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Invoices – Contains your four most recent invoices with LPP.
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Compliance – Contains our current ADV brochure and privacy policy.
Where are the rest of your documents? We keep a separate filing system that will have any file you’ve sent to us or that we have created for you in the past. If you need something that isn’t in your vault, just let us know and we’ll get it to you.
Please provide your feedback on how this is working for you and let us know any suggestions for improvement.
We look forward to you meeting Samantha and welcoming her as a part of the Life Planning Partner’s family. Thank you so much for your confidence in our work.
