📂 Client Resources

Scheduling + Communication

Book a Meeting

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

Upload Files

Use this link to securely upload documents.

Knudge

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

Financial Planning

RightCapital

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

Investments

Altruist

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

Billing & Payments

AdvicePay

Used to initiate billing at the start of our relationship.

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 change as your life does. Check-ins keep it current.

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.