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.
Plan & Progress
Where you see the full picture.
Right Capital
Your financial plan lives here. Log in to see your goals, net worth, cash flow, and the scenarios we’ve built together.
Blueleaf
A clear view of how your investments are performing over time across all custodians - balances, returns, and account activity all in one place.
Your Accounts
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
Your Business
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.
Day to Day & Community
Monarch Money
Track spending, savings, and cash flow across every account in one dashboard. The clearest way to stay on top of the day-to-day.
Tools for the everyday, and the people walking alongside you.
The Community
Our private space for law firm owners. Conversations, resources, and fellow attorneys who understand the road you’re on.
Which one do I use for what?
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Right Capital
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Blueleaf
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Altruist or Schwab
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Monarch Money
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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.