From this Client Portal you have the ability to:
- Client On-Boarding Process (PRE-Planning)
- Answer our questionnaires and upload your documents
- Schedule a “Get Acquainted” meeting
- Create your Financial Dashboard
- Client POST-Planning Tools
- On-going access to our financial planning software to review your account balances, asset allocations, and more
- On-going access to your pertinent financial documents all in one place – your secure EGNYTE electronic file vault
- On-going access to your Financial Plan and ACTION ITEMS
- Mobile access via our smartphone app
REMINDER: We do not ask for or need social security numbers, account numbers, or drivers license numbers. Please remove those from any documents you send us!
Client On-Boarding Process (PRE-Planning)
In order to provide a fiduciary service, due diligence is essential. We rely on you to gather as much of your financial data as possible. We have made the data collection process as simple and secure as possible by using electronic industry-proven software tools.
Click on each of the items below to get started with the Client On-Boarding and Pre-Planning process:
Agree on scope of project
Sign Contracts
Risk Tolerance Questionnaire
Financial Planning Dashboard
Help Video on your Financial Dashboard
Client POST-Planning Tools
Once your Initial Plan has been completed, you will have access to 3 capabilities:
View your Financial Dashboard
By clicking the above box, you can come back to the Planning software to review your account balances, asset allocations, budget, tasks, and more. This can be a great way to view all your accounts in one Dashboard.
Your Secure Document Vault
Egnyte is a secure electronic file folder that contains your financial documents such as account statements, Social Security documents, mortgage information, wills, trusts, etc. Information on Egnyte security can be found at Egnyte.
Send Us a File
If you just want to send me a file or two quickly and confidentially, click on the box above. I will receive the file securely and can deposit it into your Egnyte file folder for you.
Mobile Clients – New Smartphone App!
Our Financial Planning software now has an “app” that you can download to your smartphone. You can do simple things like check your balances, review action plans, etc. using the app while you are on the go.
You can get the app either at the Apple Store or the Google Play store, depending on your mobile device type. Search for RightCapital and follow your normal instructions for downloading and installing on your device.
The Kastler Financial Planning website offers links to a variety of sites maintained by third parties. If you choose to access these sites, you will be leaving the Kastler Financial Planning web site. These sites are managed by unaffiliated organizations that provide financial planning products used by Kastler Financial Planning to aid in your financial planning services. These links are only offered here for your convenience and for use at your own discretion.
Kastler Financial Planning and Garrett Investment Advisors, LLC does not provide and are not responsible for, the product, service, or overall website content available on third-party sites.
Our privacy policies do not apply to linked websites. You should consult the privacy disclosures on each third party site for further information. Third party websites may provide different security features than the Kastler Financial Planning web site.