I use simple, secure

online tools to effectively serve you.

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RightCapital is our planning hub. We do projections, share documents, and track tasks here. 

Go To My Account
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Betterment is where most investment accounts are held. You can change (read: increase!) contributions here. 

SEE MY INVESTMENTS
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AdvicePay is where you pay me. When we start working together, you set up recurring monthly payments, and that's it!

CHANGE MY PAYMENTS
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Calendly is the quickest way to book a time on my calendar. No more endless email chains to find a date that works.

BOOK A MEETING