Secure access to our planning tools for current clients
Available 24/7 from the comfort of your home
Client Portal
If you are a current client or have recently engaged me for planning, this page gives you a convenient place to access the tools we use together. You can log in to your planning software, pay an invoice securely, send confidential documents, and find help as needed along the way.
Planning Software
Use your planning software to enter or update information, link accounts, complete your risk assessment, and help organize the planning information we are working through together.
Pay Invoice
Use this secure payment link to pay your Kastler Financial Planning invoice online.
Send a File
If you need to send confidential PDF documents, you may use this secure upload link. No login is required. Please do not send confidential information by email.
What to Expect During Onboarding
Once we decide to move forward together and the Client Service Agreement is signed, we begin the onboarding steps outlined below.
- 1. Retirement Profiler completed. You will receive a brief non-financial questionnaire to help identify your goals and vision for retirement.
2. Planning software access provided. You will receive access to the planning software so you can begin entering information and link financial accounts securely.
3. Documents submitted. You may upload statements and other confidential PDF documents through the secure file link as needed.
4. Risk assessment completed. We will use your answers to better understand your investment comfort level and planning profile.
5. Discovery meeting scheduled. We will meet to discuss your goals, priorities, concerns, risk profile, and the retirement questions most important to you.
6. Planning analysis begins. I will review your information, organize the data, and begin building your retirement planning analysis.
7. Recommendations reviewed together. We will walk through findings, scenarios, observations, and planning recommendations in a collaborative review.
8. Your written plan is delivered. Once the planning work is complete, you will receive your written retirement plan along with any recommended next steps.
New to the Planning Software?
If this is your first time using the planning software, this brief video will help you get started. Linking your accounts so I can see the details is key to accurate planning.
10-min video. Fastpath to the 4-min mark for section on linking your accounts.
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.