Client Portal


Schedule a 1-hour meeting over video conference or phone. More meeting options below.

Schedule a Meeting
 

20-Minute Phone Check-In

Schedule Check-In

For quick questions or to bounce an idea off your advisor, Check-In meetings offer greater availability including potential same-day availability.

 

Financial Planning Platform (Right Capital)

Go To Planning Platform
  • Your Financial Plan

  • Secure Document Vault

  • Recommended Strategies

  • Financial Dashboard

iPhone App
Google App

Your Investment Accounts

Access your investment accounts through the Planning Platform or through TD Ameritrade’s client portal.


Face-To-Face Meeting

Not currently available due to Covid-19.

Please consider a video conference meeting.

If you are have an opportunity or challenge you’d like to discuss and get a recommendations for, schedule a 1-hour video-conference. You may also schedule your regular financial planning appointments from your Client Roadmap using this link.


 

Key Documents

Financial Planning Onboarding Checklist


Payment System

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Your Investment Accounts Housed At