Get Organized

Let's roll up our sleeves and get to work pursuing your ideal life

Taking inventory of your financial situation is an important step in securing your future. Nevertheless, it can be a lot of work so we try to make it as easy as possible. You will find steps below to learn what information we need

Do you want to do this together? Visit our Let's Meet page to schedule a virtual or in-person session to get it all done

Financial Planning

  1. Gather your documents - Use our Getting Organized guide to learn which documents you will need.
  2. Check out eMoney, your personal financial website - Ask us to send you an invitation via email. Once you're registered, you can connect and see all your accounts in one place; and securely upload documents in the Vault. Send your request to
  3. Upload your documents - Just drag and drop them in the Shared Documents folder in the Vault. If you're old school - bring paper copies to our Getting Organized Meeting. 
  4. Schedule the Getting Organized Meeting - Visit the Let's Meet page or send an email with your desired times to