Current Clients
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Get Things Done Call
Book a Get Things Done call when we need to get something done or discuss something outside of our normal meeting schedule.
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RightCapital
Login to RightCapital to see your financial plan, review your tasks, or update your financial information.
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Schwab
Log into Schwab to see your accounts, gather any tax forms, and download statements.
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GeoWealth
Log into GeoWealth to see your account performance and portfolio information.
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RightCapital Onboarding Help
Find videos explaining the RightCapital Onboarding process.