Client Resources
RightCapital Portal
This is where your financial planning data is stored, including net worth, current retirement confidence, bank and investment accounts and file vault.
Schedule an Appointment
If you are a current client, use this link to book an appointment online.
Send in a Question for the Podcast
Have a money question you'd like to send in for the podcast? Click below to ask.
Access Your Accounts with TDA
Need to log into your accounts and/or move money? Log into your TD Ameritrade account below.
Access Your Accounts with Altruist
Need to log into your accounts and/or move money? Log into your Altruist account below.
