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Client Center

My Financial Life Planning Tools

My Financial Life Planning Tools for our clients is an interactive program that helps us focus on you, your unique priorities, your purpose and your life transitions whether current or expected. This clear focus on you provides you with a comprehensive, personalized approach and action plan all with the goal of helping you get your best return on your life with the resources you have.


My Plan

Log in here to access your individual client portal where you may upload and store important documents both financial and non-financial. The Dynamic Plan component gives you the capability to create what-if scenarios using adjustable sliders for assumptions and instantly see the results on your financial plans and future projections displayed on a graphical and intuitive interface. Go to the client dashboard to view all of your accounts on a single page.


My Account

This is your quickest source for consolidated account information! You are able to easily consolidate and organize all your investment accounts and generate in-depth reports. Access your accounts anytime from anywhere in the world on our secure website!