You have access to 3 primary tools to access your financial documents, our Financial Planning software, and (in the near future) your investment reports. Click the icons below to access the tool and enter your unique username and passcode.
Each client has a unique and secure Egnyte electronic file folder that contains your financial documents and your written Financial Plan. We ask you to not submit documents with account numbers or SS numbers. Information on Egnyte security can be found at Egnyte Security Framework.
One-Time Planning clients: Access the Financial 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.
On-Going Planning clients: You can perform the above plus run your own retirement scenarios on the fly (results not saved for Plan integrity purposes).
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
A. View and print document checklist
Risk Tolerance Questionnaire
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.