Clients
Every login, one place.
Your plan, your accounts, and time on the calendar with me. Find what you need and go straight to it.
Bookmark this page. Every destination stays current here.
Connect
Schedule time with Alan
Time on the calendar is how the plan keeps moving. Pick a slot that works and we will pick up where we left off.
Have a quick question, or something urgent... please reach out to me now!
Your plans
Planning portals
The work we build together. Open any plan to see where it stands today.
Financial Plan
eMoney
Your life, your goals, and your wealth in one unified plan.
LoginRetirement Plan
Income Lab
How your paycheck gets built once the business stops paying you.
LoginBusiness Plan
Value Opportunities Profile
Value drivers, readiness, and the path toward an exit on your terms.
LoginEstate Plan
Vanilla
Documents, titling, and beneficiaries, held together in one record.
LoginEducation Plan
Pay for Ed
What college will actually cost, and how you intend to pay for it.
LoginInsurance Plan
ALLiS
Coverage in force, what it protects, and where the gaps sit.
LoginYour accounts
Account portals
Balances, statements, transfers, and tax forms. Each platform keeps its own login.
Investments
Altruist
Holdings, performance, statements, and tax documents.
LoginCash and Credit
Flourish
Savings, transfers, the yield on money you are not investing, and mortgage lending through the same login.
LoginRetirement Plans
Vestwell
Your company plan account, deferrals, and investment elections.
LoginQuestion
What drives your plan
Three short questionnaires that surface your priorities, how you think about risk, and where your business stands, the inputs that shape the plan. A few minutes each, and I follow up on what you share.
Living
The Three Questions
Three short prompts about what matters most to you. Your answers guide the conversations we have.
BeginInvesting
Investment Risk Scorecard
A short questionnaire that gauges your comfort with investment risk and suggests a starting allocation.
BeginBusiness
Exit Readiness Scorecard
Fourteen quick questions on what buyers look for, with your score and your biggest gaps the moment you finish.
BeginRun the numbers
Calculators
Twelve tools, each answering one question. They run in your browser, so nothing you type is sent anywhere or saved. Bring the output to a meeting and we will work from it.
Business Owners
Business Valuation
A multiple-based estimate of what a company might be worth, and an honest view of the discounts buyers apply.
OpenBusiness Sale
What actually lands in your account after debt, fees and taxes, before any escrow or earnout the buyer holds back.
OpenWealth Gap
What your retirement actually requires, set against what you are on track to have.
OpenValue Gap
What the business has to be worth, and what it has to grow by each year to get there.
OpenQSBS Exclusion
Section 1202 can exclude a large share of the gain on qualifying C corporation stock. This estimates how much.
OpenS-Corp Salary
How much payroll tax an S election actually saves, and what your salary has to be for it to hold up.
OpenPersonal and Household
Retirement Plan
Whether the money lasts, and what the shortfall looks like if it does not.
OpenSocial Security
Claim at 62, at full retirement age, or at 70, and see where the lines actually cross.
OpenRequired Distributions
What the IRS makes you take out each year, what it grows into, and why the share rises whether you need the money or not.
OpenRoth Conversion
Whether paying tax now beats paying it later, and the future tax rate at which the answer flips.
OpenBackdoor Roth
Why a backdoor Roth is rarely tax-free, how much of it is actually taxable, and the one move that fixes it.
OpenLife Insurance Need
How much cover your family would need if you died tomorrow, including the business loans you personally guaranteed, and how much of it is already in place.
OpenFirst time
Getting into a portal
Each platform issues its own credentials. You only set them up once.
Watch for the invitation
When we open a plan or an account, the platform emails you a setup link. It comes from the platform, not from us.
Set your password and second factor
Choose a password you do not use anywhere else, and turn on two factor authentication when it is offered.
Come back here
Bookmark this page and use it as your front door. If a link does not work, tell us and we will resend the invitation.
Security
How we protect your information
- We will never email or call to ask for your password, a login code, or a one time passcode.
- We will never ask you to move money to an account outside your own name.
- Wire instructions are always confirmed by voice with you before anything moves.
- If a message about your money looks unusual, stop and call us at (888) MYADVZR (888-692-3897).
Send documents through the Vault
Email is the wrong place for anything carrying an account number, a Social Security number or a date of birth, and it is the channel someone would imitate to reach you. The Vault inside eMoney is encrypted, and it keeps everything where we can both find it later. Send these there rather than by email or text:
- Tax returns, W-2s, K-1s and 1099s
- Account, retirement plan and pension statements
- Wills, trusts, powers of attorney and beneficiary forms
- Insurance policies and annuity contracts
- Paystubs, mortgage papers and loan documents
- A driver's licence or passport, when a form asks for one
On the record
What we file, and what we promise
The documents that say how Modern Wealth is paid, what it does with your information, and what it owes you. They live in the site footer too, but you should not have to hunt for them.
Filing
Form ADV brochure
What the firm does, how it is paid, and anything a regulator requires us to tell you. Filed with the state and published by the SEC.
ReadPrivacy
Privacy Policy
What we collect, why we hold it, who ever sees it, and how long it stays.
ReadCommitment
Fiduciary Oath
The duty to act in your best interest, put in writing and signed rather than implied.
ReadSupport
Need help?
Locked out, missing a document, or unsure which portal holds what you are looking for. Reach out and we will sort it.
Socialize
Follow along
Keep up with Modern Wealth and Alan across your favorite platforms.