What is MyWealth Records?

MyWealth Records was developed by Dave Faulkner, CLU, CFP to simplify the financial advice process, putting everything in one place and accessible using your computer, tablet, or phone. When you use MyWealth Records, you can be confident that you are organized and ready to take control of your finances. Also, should you be unable to manage your finances at any time in the future, your family will have access to everything they need in one easy to access place.

What is SideDrawer?

For security, MyWealth Records includes SideDrawer, a collaboration tool for secure, online document storage designed specifically for private financial and personal documents. SideDrawer’s no-attachment and no-file sharing link approach, combined with the MyWealth Records process, gives you a rich, easy to use system to organize and manage all your financial planning documents.

Click here to learn more about SideDrawer and its many security features designed to keep your information private and safe.

Who is SideDrawer for?

MyWealth Records SideDrawer was created for all the people that Dave cares most about, his family, his friends, and his clients, along with anyone that they care about, family and friends. His goal is to create a group of like mined people who want to take control of their wealth, learn the basics of personal finance and have the peace of mind that comes with being in control and knowing everything is organized in one easy to access place.

What does SideDrawer cost?

There is no cost to use the MyWealth Records SideDrawer and your information is yours, you will never be the product of other free services that profit from your data, but you will need a referral to access the SideDrawer application.

How do I sign up for SideDrawer?

If you are reading this because a member recommended MyWealth Records SideDrawer to you, simply click here and complete the form to request access and take control of your personal finances and wealth.

If you are reading this because you found MyWealth Records in a search or read one of Dave’s blog posts, you are invited to freely use the resources, however, membership access to the SideDrawer application is by referral only.

Click here to request access to MyWealth Records SideDrawer application.

Once I have a SideDrawer login, what’s next?

Signing up for SideDrawer is only the first step. To be organized and in control of your money you will need to upload your information and documents to the MyWealth Records Tiles. To help you gather and organize this information, use the Getting Started Checklist, a step-by-step guide to the MyWealth Records process.

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