Clients
Every login, one place.
Your plan, your accounts, and time on the calendar with your advisor. Find what you need and go straight to it.
Bookmark this page. Every destination stays current here.
Connect
Schedule time with Alan
Execution meetings are how the plan keeps moving. Pick a time that works and we will pick up where we left off.
Have a quick question, or something urgent... please reach out to me now!
Your plans
Planning portals
The work we build together. Open any plan to see where it stands today.
Financial Plan
eMoney
Your life, your goals, and your wealth in one unified plan.
LoginBusiness Plan
Value Opportunities Profile
Value drivers, readiness, and the path toward an exit on your terms.
LoginEstate Plan
Vanilla
Documents, titling, and beneficiaries, held together in one record.
LoginEducation Plan
Pay for Ed
What college will actually cost, and how you intend to pay for it.
LoginInsurance Plan
ALLiS
Coverage in force, what it protects, and where the gaps sit.
LoginGiving Plan
Daffy
Your donor-advised fund: what is set aside for giving, and where it goes.
LoginYour accounts
Account portals
Balances, statements, transfers, and tax forms. Each platform keeps its own login.
Investments
Altruist
Holdings, performance, statements, and tax documents.
LoginCash
Flourish
Reserves, transfers, and the yield on money you are not investing.
Login529 Plan
my529
Contributions, investment mix, and withdrawals for school.
LoginRetirement
Vestwell
Your company plan account, deferrals, and investment elections.
LoginQuestion
What drives your plan
Two short questionnaires that surface your priorities and how you think about risk, the inputs that shape the plan. A few minutes each, and I follow up on what you share.
First time
Getting into a portal
Each platform issues its own credentials. You only set them up once.
Watch for the invitation
When we open a plan or an account, the platform emails you a setup link. It comes from the platform, not from us.
Set your password and second factor
Choose a password you do not use anywhere else, and turn on two factor authentication when it is offered.
Come back here
Bookmark this page and use it as your front door. If a link does not work, tell us and we will resend the invitation.
Security
How we protect your information
- We will never email or call to ask for your password, a login code, or a one time passcode.
- We will never ask you to move money to an account outside your own name.
- Wire instructions are always confirmed by voice with you before anything moves.
- If a message about your money looks unusual, stop and call us at (888) MYADVZR (888-692-3897).
Support
Need help?
Locked out, missing a document, or unsure which portal holds what you are looking for. Reach out and we will sort it.
Keep Reading
From the blog
September 22, 2026
One Plan for Selling Your Medical or Dental Practice
Selling a medical or dental practice and retiring well refers to sequencing three decisions together: the sale structure, the tax election, and the income draw.
Read MoreSeptember 17, 2026
The 1.5% to 2% Wealth Software Fee Owners Never See
Bundled wealth management platforms typically charge 1.5% to 2%+ of assets under management annually once you include the advisory layer, platform fees, and fund expense ratios. A standalone fee-only fiduciary usually charges 0.75% to 1.0% all-in.
Read MoreSeptember 15, 2026
How to Tell If an Advisor Really Coordinates Your Sale
Ask your advisor to show you a pre-close linked projection: a model that ties after-tax sale proceeds, your existing investable assets, and your annual retirement income need in a single year-by-year view. If they can produce one, they have done this before.
Read More
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Keep up with Modern Wealth and Alan across your favorite platforms.