📂 Client Resources

Scheduling + Communication

Book a Meeting

Use this link to schedule a meeting with T.J.

👉🏼 Scheduling Link

Knudge

Your personal action item tracker. Knudge helps us stay aligned on your financial to-dos.

👉🏼 Log into Knudge

Financial Planning

RightCapital

Access your financial plan, linked accounts, and shared documents.

👉🏼 Log into RightCapital

Investments

Altruist

Log in to view your investment accounts, balances, and statements.

👉🏼 Log into Altruist

Billing & Payments

AdvicePay

Used to initiate billing at the start of our relationship.

👉🏼 Log into AdvicePay

Quick Reminders

• Not sure whether to exercise stock options or contribute to a backdoor Roth? Let’s talk it through.

• Open enrollment or bonus season coming up? Use Knudge to flag what’s on your mind.

• Your plan is built to evolve. Life changes — check-ins help keep it aligned.

If you have any trouble accessing tools or links, feel free to reach out anytime.

Money is impermanent. Time is finite. Let’s use both wisely.