For Our Clients


Client Webportals

To get to your shared documents:

How to Use Basics VIDEO with instructions on uploading documents

To join a meeting: click on join meeting and enter meeting code provided


Meeting tips

How to join a meeting on Join.Me

Use web browser GOOGLE CHROME or download the app

Make sure to download the app prior to our meeting to ensure less possibility of a technical difficulty.

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 at 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.

A Newlywed’s Guide to Updating Insurance

A lot of things change when you get married, including your insurance options. Making sure your insurance is adequate once you are married is an important step to take. You have the option of buying new, combining, and/or discontinuing policies you will no longer need. Here are the insurance coverages we recommend you review or consider purchasing once married. Life Insurance After you say “I Do”, you might need to increase your life insurance coverage. The bills you would leave your spouse with include,... Read More

Tax Planning for 2018

The TCJA (Tax Cuts and Jobs Act) passed in late 2017 affects your tax planning for 2018. We highlighted the changes that are most likely to pertain to our clients. The information is general in nature, and not a substitute for individual and customized tax advice from your tax preparer. 1) Some retirement plan contributions have increased. If you contribute to a TSP, 401k, or 403b, you may be eligible to increase your savings. The limit is now $18,500 versus... Read More