Client Center

The Client Center is a convenient location for some of the commonly used links, tools, and logins.

SCHEDULE A
WORK-SESSION


Schedule a work-session

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JOIN OUR SCREEN
SHARING MEETING


We will use this link to share screens and audio for our virtual meetings.

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UPDATE YOUR
CREDIT CARD


You can use this link to update your credit card

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EMONEY

  • 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.
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TD AMERITRADE
ACCOUNT

  • You will have access to your personal TDA account (statements, history, reports) via this link.
  • Ability to download your tax, trades and confirmation.
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BRIDGE ACCOUNT

  • You can use this account to track your quarterly account and billing reports.
  • You can also exchange documents with us securely.
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