October 11, 2007
Dear Client:
Many of Your Most Important Financial Documents Available Online
We are pleased to announce a new service, Your Online Access, which allows you to see your total current financial picture in one secure location.
We have developed a process to make storing your documents online simple and secure. To begin using Your Online Access please contact Emily Hahn, Client Service Manager at (510) 883-1350, ext. 301, or send an email to emily@grubmanfinancial.com. For a list of recommended documents please review the Your Online Access checklist.
This service is an enhanced version of our previously announced VirtualSafe offering. If you have an existing VirtualSafe user ID and password, you can use it to access Your Online Access. If you need your password reset, just let Emily know.
To view Your Online Access, go to http://www.grubmanfinancial.com/secure, and enter your user ID and password. If you have not used the service before, please call the office and we will walk you through the set up process.
We are excited to be able to bring you this new functionality. We hope you'll find it a useful way to keep your most important financial documents organized and easily accessible.
Regards,
Audrey Grubman, CFP®
President
GRUBMAN FINANCIAL
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