The Client Center is a convenient location for some of the commonly used links, tools, and logins.
Schedule a work-session
JOIN OUR SCREEN
We will use this link to share screens and audio for our virtual meetings.
You can use this link to update your credit card
- Our primary financial planning engine that we use to track all of your assets, liabilities, and goals.
- You will be able to see real-time net worth, spending, and budgets from any device.
- All reporting will be handled via the digital "Vault" which we use to exchange documents securely.
- You will have access to your personal TDA account (statements, history, reports) via this link.
- Ability to download your tax, trades and confirmation.
- You can use this account to track your quarterly account and billing reports.
- You can also exchange documents with us securely.