Client Portal

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

 

20-Minute Phone 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)

  • Your Financial Plan

  • Secure Document Vault

  • Recommended Strategies

  • Financial Dashboard

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

Payment System

Update your payment information, change your billing notification preferences, and stay in control of how you pay Purposeful SP.

AdvicePay Help Center

Your Investment Accounts Housed At