For Our Clients

 

Client Data Webportal

To get to your shared documents: www.box.com

How to Use Box.com Basics VIDEO with instructions on uploading documents

 

Meeting tips

You can join our meetings here. Enter the 10 digit code provided in our email reminders or click on the link directly from our email.

We do NOT recommend connecting in a Starbucks or where it is noisy, and a potentially has an unstable internet connection. Connecting to our meetings at work or home are ideal. A stable and good internet connection is required for us to have a successful meeting.

 

Implementing Your Plan

How to Open and Transfer Accounts at Vanguard VIDEO, shows you how to use the Vanguard website and what information you will need to gather.

 

Scheduling an Annual Review

Email your advisor to schedule your Annual Review. We will also contact you when it has been one year since your Plan Delivery meeting if we haven’t heard from you. We start by scheduling a discovery call to get an update on what has happened since the last plan we created together.

Ready to schedule your discovery call now?

Schedule an Annual Review Call with Linda

Schedule an Annual Review Call with Alicia

 

Legal 

Read our Privacy Policy  

Ask Linda: We’re Getting Divorced. Now what?

Dear Linda, My spouse and I recently decided to get a divorce. What should we expect with regards to the divorce process and its financial implications? I am particularly concerned about how my retirement plan will be affected.  Separated Sam Dear Sam, We outlined the most common ways to obtain a divorce below, including the estimated price for each process. While this is not meant to replace your own due diligence, it should help you get started. Here are the... Read More

What is AD&D Insurance?

Dear Alicia, I have the ability to buy AD&D Life Insurance at work. The coverage would cost me less and I would get a higher death benefit than the Term policy I currently have. Should I buy it? I don’t understand the difference? – Insurance Irene  Dear Irene, In general, life insurance is purchased to give those who are dependent on your income a lump sum of cash upon your death so they can sustain their current lifestyle. An AD&D... Read More