Client Central 2017-10-26T17:14:03+00:00

Client Central

We are here for you so you have more time to spend doing what is most important to you. However, if you wish to know something and for any reason don’t want to call or email us, we want to make it easy for you to have access to your plan, information and tools.

Here is access to the online tools we use in our planning process. Each tool requires its own user ID and password.

Secure Document Storage


For exchanging and storing you private documents securely.

Performance Statements, custom reporting, transactions, holdings and fees


For checking on your performance more than quarterly or for specific periods of time. Call us, we are happy to create the reports for you too.

Pre-plan ‘What if’ Scenario Modeling


Coming soon!
This new client version requires very little input from you to get an immediate sense of your probability of success of achieving your goals, based on important factors that you choose.

Account Statements, transactions, holdings and fees


For checking on your account balances, transactions and Fidelity monthly, quarterly and annual tax reports or contact us, and we will send the reports to you securely.

Post-plan ‘What if’ Scenario Modeling


This powerful professionals’ planning tool is what we use to capture everything that is relevant for you to consider in developing your successful plan.

Schedule Your Complimentary Discovery Meeting