Resources For Your Journey To Financial Clarity & Confidence
The biggest secret to financial success - or success in any endeavor - is to think farther ahead than most people do.
- Sally Herigstad
We want you to have financial success by thinking ahead. Here are the resources to help you:
How To Get Started?
It’s simple. Once you schedule a 20-minute consultation call, you will complete the questionnaire that was provided to you, so that we can help guide you appropriately toward your financial dreams. We’ve included those links for you:
Still Need More Time to Chat?
To schedule a full appointment (typically after the initial 20 minute call), please reach out to us directly, by clicking below. While we typically look forward to hosting you in our beautiful office in San Diego, most meetings utilize Zoom:
Already A Client And Need Quick Links?
Welcome to the Phase Four Financial Team! There’s a lot to keep track of, and that’s why we are here, helping you along. To provide greater clarity and ease, we’ve included all the quick links you will need to access, and keep track of, your financial journey with us.
Financial Action Plan Checklist
Checklist to review and update us on the items that are most important to you with your financial planning
Pre-Review Update Form
List of items to review and address prior to client review meeting
Right Capital
Portal to view all investment accounts with us, as well as all outside accounts for comprehensive net worth
Pershing NetX 360 Investor
Access to statements and tax documents, only available to Pershing account holders
Orion Portfolio Solutions/TD Ameritrade
Access to statements and tax documents available to Orion Portfolio Solutions /TD Ameritrade account holders*
*Matrix Trust Co as custodian for Solo 401(k) participants
American Funds Login
Access to account balances, statements, and tax documents, only available to American Funds account holders
MY FLP
Portal for financial life planning, available for free to all planning clients. Contact us below for username & password credentials.
Check Out Our Recent Blog Posts
This is our way of keeping you informed with updates around the world, market trends, & important alerts that may affect your financial journey
Want Market Updates & Insights to a Clearer & More Confident Financial Future?
Great, we want that for you too! We have created a list of financial organizations with regular valuable content that can help you gain a better understanding of current market and financial events. Additionally, follow Phase Four on our Facebook page below for what we are reading and what we think might benefit you in your planning.