At The First National Bank in Sioux Falls, our mission statement is: “We Build Successful Relationships.” In accordance with this, our Wealth Advisory team is here to help guide you through life’s financial journey as you build long-term wealth and work towards your financial goals.
That’s why we offer our Wealth Management customers a web-based planning software — FNB Wealth Check — which gives you the ability to monitor your goals and assets in one convenient location. This planning tool provides everything you need to plan for, progress toward, and achieve your future financial goals.
The video below, “Life in a Box,” provides an overview of the software and illustrates how your personal financial website works. Any customer of First National Wealth Management with a Framework Investment Portfolio, Wealth Advisory, or Personal Trust account can receive access to this tool!
If you are interested in learning more about FNB Wealth Check or would like to receive access, please contact your Wealth Advisor directly or the Wealth Advisory team here.