Clients

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 Investment Accounts

Zoom Meeting Link - Avea's Personal Zoom Room

Complete Your Risk Tolerance Questionnaire

Pay A Bill Electronically

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

Important Financial Records & Contacts Organizer Excel format (with Family Money Meeting Agenda and Smart Goal Progress Worksheet

Important Numbers 2022 (Quick Guide for tax rates, deductions, etc)

Important Numbers (For Taxes, etc) 2020

Important Numbers (For Taxes, etc) 2021

Medicare and You 2022

Important Dates for Individuals & Businesses 2020

Important Dates for Individuals & Businesses 2021

Additional Client Resources

Important Financial Records & Contacts Organizer

Important Financial Records & Contacts Organizer Excel format (with Family Money Meeting Agenda and Smart Goal Progress Worksheet

Important Numbers (For Taxes, etc) 2020

Important Numbers (For Taxes, etc) 2021

Important Dates for Individuals & Businesses 2020

Important Dates for Individuals & Businesses 2021

Additional Client Resources for Early Year (Taxes, etc)

As A Retiree, What Issues Should I Consider When Reviewing My 2020 Tax Return?

As Someone Who Is Working, What Issues Should I Consider When Reviewing My 2020 Tax Return?

What Accounts Should I Consider If I Want To Save More?

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