Client Logins

Financial Dashboard Login

Login to the Financial Dashboard for an overview of your finances along with outside accounts we've synced. You'll also have access to your goals and budget within the dashboard as well.

I don't recommend your Dashboard for viewing investments or tracking performance. I recommend doing this through the Client Portal (it's a much better layout and always up to date).

Charles Schwab Login

Login to the Charles Schwab website for updating your personal information, (email phone number, address, etc) and beneficiaries.

I do not recommend the Charles Schwab website for viewing investments or tracking performance. I recommend doing this through the Client Portal (it's a much better layout and always up to date).

Client Portal Login

You can view your porfolio as a whole or by account. Your performance is tracked from quarter-to-date, year-to-date and since inception. This is also where you will download your quarterly performance reports.

Need Extra Help?

Are you having trouble with your logins? If so, shoot us a message or give us a call. We are happy to help.

Latest Blogs

May 19, 2026

Using the Rule of 55 to Retire Early

The “Rule of 55” is a useful tool for early retirement. However, retiring early is a relatively new concept, so the mechanics of withdrawing funds from retirement accounts can be a little complex. If you know the rules and exceptions, you can easily ...

April 15, 2026

Should I Use My 401(k) to Buy an Annuity?

Many employer 401 (k) plans offer an option to purchase an annuity. But should you? This isn’t a decision to be made lightly. Annuities can be overly complex and expensive products. An annuity can be a useful tool in certain situations, but there’s m...

March 15, 2026

Are Annuities Subject To RMDs?

Annuities and required minimum distributions (RMDs) are some of the most confusing and buzzworthy topics in retirement. But do you need to worry about either one? Maybe, maybe not. Annuities often create confusion because of their complexity and the ...