Skip to main content

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

Login to your Client Portal to get a great snapsot of your investments and investment performance.

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

September 15, 2024
Running out of money is a real worry for retirees. However, you can reduce or eliminate worries around longevity risk in retirement. With careful planning, it might be easier than you think. Regardless, we recommend planning for your retirement early...
September 01, 2024
The Tax Cuts and Jobs Act (TCJA) of 2017 significantly changed our tax landscape. However, most changes were temporary and set to expire or “sunset” at the end of 2025. This means some essential tax-saving tools may disappear. In other words, time is...
August 01, 2024
Long-term care is an overlooked yet crucial piece of your retirement plan. It’s too late to make any major adjustments when you need long-term care. This is why proactively planning what care you want and how to pay for it is essential. If you want a...