Schedule a meeting

Use the scheduler to book a meeting when:

  • I’ve instructed you to do so for our next periodic financial planning check-up

  • You need to schedule an extra conversation to talk about an issue or question

 

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Financial Planning Account

- View your financial plan
- Access your personal finance dashboard
- See your To-Do Items assigned by your advisor


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Payment Processor

- Make payments for financial planning services
- View invoices
- Change payment method or billing source

 

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Investment Accounts

- View your investment accounts and portfolio strategy
- Review your asset allocation and detailed holding information
- Access statements and tax forms


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Investment Accounts

- View your investment accounts and portfolio strategy
- Review your asset allocation and detailed holding information
- Access statements and tax forms

 

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Investment Accounts

- View your investment accounts
- Review trade confirmations and detailed holding information
- Access statements and tax forms


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Estate Plan

- Access your secure cloud-based digital estate planning documents
- Grant access for others to view your important documents
- Will, power of attorney, revocable living trust, healthcare directive