Clients

Clients, Schedule Time to Talk or Meet.

Schedule a Meeting

Watch a short how-to video here.

Meetings are in Feb, May and Oct. See agendas and suggested documents here.


Access Your Personal Financial Website & Vault at Right Capital

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This is the primary software we use to aggregate your financial information.  Watch a  how-to video to get started on Right Capital here.

Help us keep your info up to date. Watch a video on how to link accounts once you are set up in Right Capital here.

The vault is a secure way to share documents.  Watch a video how to upload documents to the Vault in Right Capital here.


Access Your Investment Accounts

Orion
Schwab


Access Your Retirement Income Plan

Income Lab Logo

Watch a  how-to video to use Income Lab here, including how to link your accounts.


Access Your Tax Prep Client Portal

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Or use the Canopy Client Portal from Canopy Tax which you can get from your phone app store.

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Zoom Meeting Link - Avea's Personal Zoom Room

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Complete Your Risk Tolerance Questionnaire

Get Started


Pay A Bill Electronically via AdvicePay

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Helping clients take action on the details of their financial life

Knudge logo Avea Financial Planning
Knudge instructions to download.  No registration required.

Additional Resources for Retirees and PNNL Employees

Additional Client Resources for Early Year (Taxes, etc)

ADV Part 2  disclosure document of the adviser’s business practices, fees, conflicts of interest, and disciplinary information.