Access Your Personal Financial Website & Vault
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.
Helping my clients take action on the details of their financial life
Knudge instructions to download. No registration required.
Additional Resources for Retirees and PNNL Employees
Important Financial Records & Contacts Organizer PDF
Important Financial Records & Contacts Organizer Excel format (with Family Money Meeting Agenda and Smart Goal Progress Worksheet
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.