Your Access Hub
Everything in one place — your plan, your accounts, and your community.
This page is your starting point. Bookmark it so you can find every tool we use together without hunting through emails. If something isn't here and you think it should be, let us know and we'll add it.
Your Personal Finances
Where you see the full picture.
Right Capital
Your financial planning and retirement planning hub. Log in to see your goals, net worth, cash flow, and the scenarios we’ve built together.
Monarch Money
Your cash flow and budgeting hub. Track spending, savings, and cash flow across every account in one dashboard. The clearest way to stay on top of the day-to-day.
Your Investments
Statements, tax documents, and account details.
Altruist
Access your investment accounts held at Altruist. View balances, transactions, statements, and tax documents.
Schwab Alliance
For accounts custodied at Schwab. Log in for statements, trade confirmations, and tax forms
Blueleaf
Investment performance reporting across your entire portfolio - all accounts - one place.
Your Business & Community
Where you run the business of your law firm.
Ninety.io
Your business operating system. This is where we track your firm's vision, quarterly rocks, scorecards, and weekly meetings.
The Community
Our private space for law firm owners. Conversations, resources, and fellow attorneys who understand the road you’re on.
Other Tools We May Use
Here are some other tools we use, that you may see and hear. These don’t have log-ins so don’t worry signing in.
Tax Status
TaxStatus is a tool that we use to automatically gather your tax information directly from the IRS - no more sending us tax returns!
Holistiplan
This is our tax planning program that we’ll use to review your tax returns each year, simulate different tax strategies, and plan for Roth conversions.
Income Lab
Retirement income planning. We use this to determine your future retirement paycheck, create your long term income plan, and model out scenarios.
Which one do I use for what?
-
Right Capital
-
Blueleaf
-
Altruist or Schwab
-
Monarch Money
-
The Community
Security & Support
A note on security. Each portal has its own login. We'll never ask you to share your password — with us or anyone else. If a link or email looks off, pause and call us before clicking. A careful moment now saves a hard conversation later.
Need help getting in? If you're locked out or setting up a portal for the first time, email us or text 859-291-9879. We'll walk through it with you.