Sample Retirement Planning Hub
Ongoing Support for your Retirement Plan
Below is a sample of the KFP Client Planning Hub. Clients with on Ongoing Support contract may login here to view their personalized and private page.
Client LoginWelcome Sam and Sally Sample!
Here you have access to your confidential financial data. Logins required for the RightCapital planning softare, Schwab Alliance, and access to your financial documents in the Egnyte secure file vault.
Planning Software
View My Investments
Access My File Vault
Your Retirement Plan Dashboard Report
Your latest quarterly retirement plan dashboard is shown shown below for your convenience. Use the navigation bar at the bottom to move between pages. Please Note: Your full written plan including financial projections and other confidential data is held securely in your Egnyte file vault. You may login to Egnyte above to access the full written plan and all your protected files.
You may have to refresh your browser to view the sample Retirement Dashboard.
You may have to refresh your browser to view the sample Retirement Dashboard.
Schedule a Plan Review
Contact Us TodayIf you would like to schedule time together outside of your regular plan review schedule, you may use the scheduling link above to request a meeting at a time that works well for you.