Client Data Webportal
To get to your shared documents: www.box.com
How to Use Box.com Basics VIDEO with instructions on uploading documents
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?