Client Portal

Quick access to your links for scheduling and financial planning apps

App Logins

  • Financial Planning

    - View your financial plan
    - Access your personal finance dashboard
    - See Tasks assigned by your advisor

    Download the mobile app here:
    iOS App Store
    Android Google Play

    Login

  • Payment Processor

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

    Login

  • Investment Accounts

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

    Login

  • Tax Return

    - Upload documents and tax forms for preparation of your tax return

    Login

  • Estate Plan

    - Access your secure cloud-based digital estate planning documents
    - Grant access for others to view your important documents

    Click Here

Scheduling

  • Semi-Annual Meeting

    Only use this link if we have invited you to do so or if you want to hold your semi-annual meeting now. If you’ve already had your semi-annual meeting for this meeting cycle, schedule a service call instead.

    Schedule a Meeting

  • Service Call (15 min)

    Use this when you have a quick question or need us to hop on Zoom to help you with a task.

    Schedule a 15-min Service Call

  • Service Call (30 min)

    Use this link when you have something you need to discuss with us between your semi-annual meetings.

    Schedule a 30-min Service Call