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Getting Started

Setting up your client portal is important for three reasons.


Financial Organization is important for clear communication. Your client portal provides the ability to receive instant advice, when and where you want it.

Here are a few resources to help get you started and answer any questions you may have. 

Getting Started

Portal Overview

Frequently Asked Questions

Best Practices

Adding Connections

If security is a concern, please watch the quick video below.

Please reach out with any questions. 

We are dedicated to making sure you get the most out of your personal website.