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 your documents with us.
A. Your most recent Social Security Statement. You can find it here.
B. Your 2020 tax returns.
C. Your most recent brokerage statements.
5. Update your email filters
To prevent email going into spam, please add Meredith's and Kim's emails to your approved email list.