Account View is your portal to securely view the status of your portfolio and find account-related documents. It gives you 24/7 access to your accounts so you can stay up to date on performance.
Our Client Financial Planning Portal allows us to send you things securely and allows you to securely upload any documentation we request prior to your meeting. You can access your daily networth, retrieve meeting notes and reports from our meetings. It has screen sharing capabilities for virtual meetings and real time updating of information, goals and developing different planning options. You can also access financial plans, reports, & proposals.
Out of an abundance of caution, we are continuing to meet virtually. You can easily schedule a phone call or video meeting through our online scheduling tool!
**Note: if booking an annual or semi-annual review via phone, please schedule 5 or more business days out to ensure we have enough time to fully prepare.