Client Portal

Here, you will find resources and tools to help inform and manage your finances. If you do not already have a username and password or have any questions, please call 877-335-4110.

Schwab Alliance - Use this portal to access your accounts through Charles Schwab & Co, Inc. It complements Finances for Life, LLC's advice and expertise.

My Money - Use this portal to access your accounts powered by Blueleaf. It complements Finances for Life, LLC's advice and expertise. Your My Money client portal simplifies your financial statements, stores valuable documents, and monitors your economic progress.

Financial Planning Portal - Use this portal to access your financial plan.