Context Planning - Tip #1 - Weekly Net Worth Summary
There are a couple of great features in the Context Planning tool that we would like to make you aware of.
This one will enable you to get a weekly update of your net worth via email. There is an example of what this looks like at the bottom of this email. The email comes out once per week, generally on Saturday, and will show your current net worth as well as recent changes.
Step 1 - Login to Context Planning.
Step 2 - Click on the "bell" shaped icon in the menu bar. When you hover over the top of this menu item it will say "Alerts".
Step 3 - After clicking on the bell, click on "Manage" or "Manage Alerts". You can also try this link to go straight there.
Step 4 - On the alerts management screen, you will want to confirm the email address to which the alerts will be sent.
Step 5 - On the alerts management screen, you will also want to confirm that "Weekly Financial Summary" is set to "On".
You can come back to this page at any time to disable this feature.
This image shows you where you go to configure alerts:
This image shows the alerts configuration page, with the settings you will want to enable.
This image is an example of the weekly email:
All the available client tools can be found here: https://contextwealth.com/client-access