Clients
Every login, one place.
Your plan, your accounts, and time on the calendar with your advisor. Find what you need and go straight to it.
Bookmark this page. Every destination stays current here.
Connect
Schedule time with Alan
Put something on the calendar. A full working session or a quick call, whichever the question calls for.
Your plans
Planning portals
The work we build together. Open any plan to see where it stands today.
Financial Plan
eMoney
Your net worth, cash flow, and goals in one live view.
LoginRetirement Income Plan
Income Labs
How your paycheck gets built once the business stops paying you.
LoginBusiness Plan
Maus
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 Management
Flourish
Reserves, transfers, and the yield on money you are not investing.
Login529 Plan
my529
Contributions, investment mix, and withdrawals for school.
LoginRetirement Plans
Vestwell
Your company plan account, deferrals, and investment elections.
LoginQuestion
What drives your plan
Two short questionnaires that surface your priorities and how you think about risk, the inputs that shape the plan. A few minutes each, and I follow up on what you share.
First 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) 692-3897.
Support
Need help?
Locked out, missing a document, or unsure which portal holds what you are looking for. Reach out and we will sort it.
Keep Reading
From the blog
August 10, 2026
Buyers Pay Less When a Company Can't Run Without You
The short answer: When a business can't operate without its owner, buyers pay less - typically leaving 15% to 40% on the table compared to what a comparable, independently-run business would command.
Read MoreAugust 7, 2026
The Pro-Rata Rule That Ruins a Backdoor Roth for Owners
The backdoor Roth IRA only works cleanly if every traditional-type IRA you own - including your SEP-IRA - carries a zero balance on December 31 of the conversion year.
Read MoreAugust 5, 2026
SEP-IRA vs Solo 401(k): which shelters more for one owner
If you have no non-spouse W-2 employees and earn less than roughly $250,000 in net self-employment income , a Solo 401(k) will almost certainly shelter more money from taxes than a SEP-IRA - often by $24,500 or more in a single year.
Read More
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