Clients Only

Welcome to my "clients only" page where you can access your private client file, or schedule an initial complimentary session. Congratulations for taking the steps necessary to work with me today.  

Client Information

1. Client Account - New Account Activation (Note:  If you are a Nightingale Conant customer, you are already registered.  Please go to LOGIN and use the username and password provided to you in your introductory notice).

  • Click "Register Now" (above) to create your login and password.
  • Enter your data; click "Save" to complete the entry process.
  • Within 72 hours I will activate your account. You will receive an email notice once this process is complete.

2. Client Account - Ongoing

  • Click "Login" (above) to enter your username and password. 
  • Click the FORMS tab to access and fill-in the client forms: client profile, goals, and discovery. 
  • If you are unable to meet a scheduled appointment, click "Calendar" to request an alternate time.

3. Client Notifications / Goals / SessionPrep

  • You will receive an e-mail reminder from the system for your scheduled appointments that will include a link for you to complete your SessionPrep (here, entitled  "Pre-Call Strategy" form).
  • Please fill out the SessionPrep/CallStrategy 24 hours prior to every appointment; this can be under the FORMS tab or through your personal email account.
  • Update your goals anytime.
  • Be sure to click the "Save" tab when you input information into a form.




Get a 30 minute no-obligation Investment Strategy Session.