Client Resources and links
Welcome to your personalized client portal. I've created this page to provide you with convenient access to important tools and information that will help you stay informed and engaged with your financial journey.
Right Capital - This financial planning software allows you to view your comprehensive financial projections and run different scenarios to see how various decisions might impact your future. It's a powerful tool that brings your financial plan to life and helps you visualize the path toward your goals.
Charles Schwab - As my custodian, Charles Schwab provides secure access to your investment accounts. Here you can view your current holdings, track performance, access statements, and monitor all account activity in real-time.
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