Independent Fee-Only Silicon Valley
CFP® Registered Investment Advisor
Committed to a Fiduciary Standard
Getting Started - Basic Plan
Please click below for welcome message:
Step by Step Instructions
1. Share your Information in Money Guide Pro
Please go to your Client Portal and click on the Vault Tab. Open folder "Money Guide Pro Instructions" to find out how to connect your accounts and share your information with us.
6. No action required
This is our most recent ADV. No action required on your part. We are required to provide this to clients.
2. Share Your Documents
Once logged into your Client Portal, please go to the Vault Tab and upload the following documents into the "My Documents and Statements" folder:
A. Your most recent Social Security Statement. You can find it here.
B. Your most recent tax returns.
C. Your most recent brokerage statements.
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.