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Have a question? Want a quick check in or a detailed situation you want to work through? As always, you are welcome to email or call me but if you prefer, feel free to schedule using our online calendar below!
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Dropbox
For any documents that you need to share with me, please use the below link to ensure that your personal information is protected. Do not email important documents with identifying information.
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AdvicePay is what we use for your financial planning subscription and electronic signature. Click below for easy access to paying your planning subscription or completing an electronic signature.
Investment Account Statements
Access your investment account statements through Altruist.