Client Center

Welcome to the Finances for Life Client Center, your hub for accessing accounts, tracking progress, and managing your financial plan. Our secure portals, provided by trusted partners, complement our fee-only, fiduciary advice to help you achieve clarity and confidence.

Access Your Accounts

Use the portals below to log in to your accounts or review your financial plan. Need a username, password, or assistance? Call us at 877-335-4110—we’re here to help.

• Schwab Alliance
  Access your accounts through Charles Schwab & Co., Inc. View balances, transactions, and more, seamlessly integrated with our expert guidance.
• My Money
  Powered by Blueleaf, this portal simplifies your financial life. Monitor progress, review statements, and store important documents securely.
• Financial Planning Portal
  Review and update your personalized financial plan, crafted to align with your goals and life’s changes.

Important Disclosure

Finances for Life, LLC is an independent, woman-owned Registered Investment Adviser (RIA). Our resource partners—Charles Schwab, Blueleaf, and MoneyGuidePro—provide complementary services to enhance our holistic advisory offerings. We do not receive fees or compensation from these partners, ensuring our advice remains unbiased and client-focused.