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Have a question? Want a quick check in or a detailed situation you want to work through? Book anything from a 15 minute chat to an hour long meeting by visiting my calendar located here.
Financial Planning and Budgeting Tools
Creating a financial plan is all about figuring out where you are now and where you want to get to next. You can get ahead of the game by using this simple tool from Right Capital. All you have to do is create an account and then follow the guided process to enter in your information. Right Capital uses Amazon Web Services to keep your data secure. Once you are all set up you can use the app to track your net worth, income and spending.
Click here to get started.
Student loan Planner
Student Loans are one of the biggest problems that our clients have to tackle. To help you get started you should check out this Student Loan Planner to help figure out what is the best way for you to repay your student loans.
Choosing the right Advisor
Choosing a Financial Advisor is a big undertaking and comes with a lot of questions. Some of those questions are more obvious than others. To help you ask the right questions here is a list of 5 steps to take and 10 questions to ask before you make your decision.
Expand your Knowledge
Checkout Head to Toe's Quarterly Market Reviews provided by XY Investment Services for 2018:
Click here to access your investment accounts through TD Ameritrade.
Click here for easy access to AdvicePay.
First Ascent client Portal
Click here for access to your client portal with First Ascent Asset Management