Indie Financial Planning

Client Portal

Here are a few easy links to help you see your accounts, review/update your plan, or schedule some time to chat with me.

Charles Schwab

See your accounts, update your profile, link bank accounts and generally keep tabs on things.

Charles Schwab Portal Login

Capitect

See your account performance, statements, invoices and allocation all in one place.

RightCapital

Planning Software: Make updates, review your progress and generally update your plan.

Check In With Leslie

Let’s stay in touch. Just pick a time and let me know if there is something in particular you’d like to discuss. If there isn’t a good time listed, buzz me and we will find one.