Clients

Clients, Schedule Time to Talk or Meet.

Schedule a Meeting
Watch a short how-to video here

Access Your Personal Financial Website & Vault

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Watch a  how-to video to get started on Right Capital here.

Watch a video to link accounts once you are set up in Right Capital here.

Watch a video how to upload documents to the Vault in Right Capital here.


Access Your Investment Accounts

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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

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Helping my 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

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.