In order to make your meeting as productive as possible, please review the following items. You may also hear from your team with any additional items needed to prepare for your planning session. As always, feel free to contact us with any questions. Thank you!
Prior to your appointment, please review, update and link your accounts, as necessary, via the Client Portal
How to add accounts to your personal financial website.
Utilize the Vault feature to securely share and store important documents and files.
It is helpful if you can provide your team with the following information prior to your scheduled meeting time. The best way to provide information securely is through your Client Portal - either linking your accounts or uploading documents to your vault (instructions above).