Client Login

Planning for Prosperity client login

You now have the ability to store and update your financial information with us in one secure place. The information you share is saved directly into our client database, saving you time.

Keep us updated with your:

  • Personal contact information
  • Assets and liabilities
  • Income and expenses
  • Goals and objectives

You can also access and upload important advice documents.

Please contact our office to gain login access to your own secure client portal.  For a preview of what the portal looks like, please click here.

Launch client login site