Client Tools
TPC Client Logins
- Client Portfolio Login
This is the website for clients to sign in and view their investment portfolio. - First Step Cash Management
Sign in to view, edit, or compare your budget with possible future changes to the budget. - Money Guide Pro
Review your financial plan and see if you are on track for your financial goals.
Custodial Account Logins
- Axos Advisor Services – Liberty Login
This is the custodial login to Axos Advisor Services’ (formerly known as Trust Company of America) direct website to get custodial statements. - Axos Advisor Services – 401(k) and Profit Sharing Plan Login
This login is for participants in a 401(k) or Profit Sharing Plan through The Planning Center. - Charles Schwab Client Center
This is the custodial login to Charles Schwab’s direct website for access to your accounts.
Forms
If you have been directed to this page, please download the forms you would like to complete. If you have any questions, please contact us.
- Financial Planning Questionnaire Complete this form and submit it before your initial meeting.
- Life Transitions Survey Explore the transitions that you are currently experiencing and those you are likely to experience in the future.
- Financial Satisfaction Survey – Currently Employed Assess how satisfied you are with many aspects of your financial life.
- Wheel of Life Assess your growth and development in each Facet of Life and the degree of balance and life satisfaction you are now experiencing.
- Loss of Loved One Guide Use this checklist to help organize the most common items you may need to address.
