Ongoing Support and Maintenance Members

Use these links to schedule yearly reviews and one-on-one meetings. Membership includes 120 minutes per year which can be allocated as you choose. Yearly reviews often take 1 hour. The 20% membership discount will be applied to additional time beyond the 120 minutes included with membership.

30 Minutes 1 Hour 1 Hour 30 Minutes 2 Hours
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Clients Only: Login to your eMoney portal to access your secure file-sharing vault, view your current investment allocations, spending trends, etc.

LOGIN

Access your adjustment-based plan including spending capacity and guardrail status, and Life Hub, Tax Lab, Retirement Stress Test modules.

LOGIN

Sign up to receive SF Tidbits and free monthly Q/A and Seminar invites

Sign up to receive SF Tidbits and free monthly Q/A and Seminar invites

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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