CLIENT RESOURCES
Please utilize the online platforms listed below at your discretion. If you need additional access or assistance with existing access, please contact a member of our team at either the Michigan or North Carolina offices. We also have several documents used for our Financial Planning process listed below. Feel free to reference these as well!
FINANCIAL PLANNING DOCUMENTS
We are happy to provide additional guidance in utilizing these forms if needed. Give us a call!
Clients may use CIR Statements to analyze their historical account performance. If you are set up in this environment or would like to complete your setup, please click on the Cambridge logo to do so.
Wealthscape allows access to National Financial Institution (NFS/Fidelity) accounts we manage. If you are set up in this environment or would like to complete your setup, please click on the Wealthscape logo to do so.
Money Guide Pro is one of our Financial Planning platforms. If you are set up in this environment or would like to complete your setup, please click on the Envestnet MoneyGuide logo to do so.
eMoney is one of our Financial Planning platforms. If you are set up in this environment or would like to complete your setup, please click on the eMoney logo to do so.
Schwab (previously TD Ameritrade) Advisor Client allows access to Schwab Institutional accounts we manage. If you are set up in this environment or would like to complete your setup, please click on the Charles Schwab logo to do so.
DOCUMENTS FOR PLANNING
INVESTMENT QUESTIONNAIRE
CASH FLOW & BUDGETING WORKSHEET
CLIENT PROFILE QUESTIONNAIRE