Getting Started - Full Plan
Please click below for welcome message:
Step by Step Instructions
1. Share your Information in your Client Portal
Please follow your unique link in the email from Kim to share your information with us and link your accounts.
2. Share Your Documents
Please follow your unique link in the email from Kim to share any documents with us.
Please do upload your most recent Social Security Statement. You can find your most recent Social Security statement here.
4. Pay your Initial Deposit
Please look for email sent under separate cover.
6. Update your email filters
To prevent email going into spam, please add Meredith's and Kim's emails to your approved email list.