Welcome to Our Client Hub
Find every link, document, and questionnaire you’ll need for each step of your journey here:
Free Consultation
Schedule Your Free Consultation
Schedule with Us Use the calendar to find 45 minutes that work best for you.
Questionnaire
General Info Complete this short questionnaire prior to your free consultation.
Simple Financial
Statement
Simple Financial Statement Complete our simple (we promise!) financial statement prior to your free consultation.
New Client Onboarding
Meeting 1: Get Organized
Family Info Form Tell us about those most important to you and all of your relevant data.
Document Checklist View or download our comprehensive document checklist.
Secure Portal Login to your private Document Upload Portal to share documents securely.
Meeting 2: Start with Why
Personal Values Complete our Personal Values exercise prior to your Start with Why meeting.
Thought Exercise Dream big and complete our Thought Exercise.
Meeting 3: Foundation
Impact Persona Assessment Discover your unique impact persona.
Risk Tolerance Questionnaire Complete your personal risk assessment here.
Meeting 4: Impact Investing
Cash Flow No more “budgeting”! Start to track your income and expenses in a guilt-free way.
Meeting 5: Rising Strategy
Your Plan Review the details of your financial plan including recommendations and next steps.
Client Hub
Schedule Your Next Meeting
TriAnnual Planning Meeting Find the best time for your next virtual meeting.
Office Hours For topics that warrant more than an email and less than a full meeting. Office hours are open to multiple attendees at the same time.
Your Current Tasks
View My Tasks Track your progress and keep up to date with your tasks and recommendations.
Your Document Vault
Secure Vault Upload all of your documents, or view and download our recommendations.
Your Plan
Right Capital Review the details of your financial plan including recommendations and next steps in Right Capital.
First Step Enter your income and expenses and start to build a forward thinking budget.
Impact Take our impact assessment and review the impact of your current portfolio.
Your Money
Altruist See your holdings, investment performance and download quarterly statements.
Schwab See your holdings, investment performance and download quarterly statements.
Join Our E-Newsletter
Join and share our newsletter to get tips, up-to-date financial news, information on volunteering events, and more!
Connect with Women+
Connect with other women+ in one of our quarterly Conversation Circles.
Vote for Your Favorite Charity
Nominate and vote for your choice recipient of our 1% of profits annual donation.