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.
- 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.