Client Area
Websites
Complimentary Planning Tools
- Dinkytown Financial Calculators
Use these free financial calculators at www.dinkytown.net to calculate personal finances, mortgages, taxes, and more. - Mint.com
Use this free tool to track your spending.
Client Planning Tools
- Client Portfolio Login
This is the website for you to sign in and view your investment portfolio. - Trust Company of America Login
This is the custodial login to Trust Company of America’s direct website to get your custodial statements. - MoneyGuidePro Planning Software
Review your financial plan and track your path based on Monte Carlo Simulations.
Forms
Compliance
Privacy Policy
Engagement Standards
- Client Engagement Standards
This document outlines the tenets by which we operate, what you can expect from us, and what we expect from you, as our client.
Goals Setting
- Coming Soon!