Client Pre-Review Update Form

Questionnaire of items to address in client review meeting


Right Capital

Client portal and financial planning software with mobile app (for certain planning clients)


Wealth Access

Client portal with full account and Net Worth view with Document Vault (for other planning clients)

 

MoneyGuidePro

Comprehensive Financial Planning software (also single sign on from Wealth Access)


Albridge Wealth Reporting

Consolidated view of all Phase Four accounts available to all clients

Once account(s) established, click below and select "Register Now" under login area

Then enter full SS# (no dashes) & Temporary Registration Password: PHASE4

We will approve access to view your consolidated household accounts with us.


MyFLP Login

Financial Life Planning portal (free for planning clients)

Contact us for user name and password to be established or reset