Clients, Schedule Time to Talk or Meet.

Schedule a Meeting
Watch a short how-to video here

Access Your Personal Financial Website & Vault


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 Retirement Income Plan

Income Lab Logo

Watch a  how-to video to use Income Lab here.

Access Your Investment Accounts



Zoom Meeting Link - Avea's Personal Zoom Room


Complete Your Risk Tolerance Questionnaire

Get Started

Pay A Bill Electronically via AdvicePay


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 for Early Year (Taxes, etc)

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