CLIENT PORTAL

Investment Management Clients

Access your Schwab accounts here.

Access your Betterment accounts here.

Financial Planning Clients

This is where financial planning clients make payments. It is optional to create an account to save your payment method. You can also make a payment without creating an account.

All Clients

We use ShareFile to securely share files and documents. Clients will have an account and can also upload documents to AFP without logging in.

eMoney is a tool to model your financial scenarios. It is optional to have an account. If you want to play with your financial scenarios on your own, we are happy to set you up with an account. If you want to leave it to AFP to get into the weeds and share the results with you, that’s fine, too!