For Our Clients


Client Data Webportal

To get to your shared documents:

How to Use 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



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Dear Alicia,  I have been following your newsletter telling me that credit freezes will now be free. The other day I was watching television and saw an advertisement for Experian’s Credit Lock Services. Should I sign up for that instead of the freeze? It sounds exactly the same to me. Thanks, Credit Craig Dear Craig, Great question! A credit freeze and a credit lock are two separate services. They are very similar but do have distinct differences. Credit Lock: Instant... Read More

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FIRE stands for financially independent, retire early. The movement continues to grow, with retirees in their 20’s through 40’s. It has caught on because it is unexpected – we don’t picture retirees being so young. Yet it is entirely possible and there is an ever-growing number of blogs and books that prove it. The typical profile of someone who has achieved FIRE: Graduated from college with very little or no student loan debt Earned $100,000+ per year with benefits Saved... Read More