Resources

Ongoing Client Information

Account access for our existing clients.

Fidelity Investments | Access Your Account
Fidelity Investments is an international provider of financial services and investment resources that help individuals and institutions meet their financial objectives.

TD Ameritrade | Access Your Account
Since 1979, TD Ameritrade has provided the best mix of products, price and service that customers need to manage their own investments and personal finances.

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New Client Information

Form ADV (84k PDF)
Information for new or prospective clients.

Integral Wealth Questionnaire (40k PDF)
Our Integral Wealth Questionnaire is a general data gathering tool created to facilitate the data collection process.

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Organizations we are affiliated with

Certified Financial Planner Board of Standards Inc.
Certified Financial Planner Board of Standards Inc., a professional regulatory organization, fosters professional standards in personal financial planning so that the public values, has access to and benefits from competent and ethical financial planning.

The Financial Planning Association
The financial planning profession exists to help consumers make wise financial decisions to achieve their life goals. FPA benefits the public by helping ensure that financial planning is delivered through competent, ethical financial planners.

Sudden Money Institute
The Sudden Money Institute is the home of Financial Transition Planning, a new financial planning discipline designed to address the overlapping emotional and financial complexities of a life transition.

The Hendricks Institute
The Hendricks Institute is an International Learning Center that teaches core skills for conscious living. Their work over the past three decades has been to assist people in opening to more creativity, love and vitality, through the power of conscious relationship and whole-person learning.

The Massachusetts Bar Association
Founded in 1910, the Massachusetts Bar Association is a non-profit organization that serves the legal profession and the public by promoting the administration of justice, legal education, professional excellence and respect for the law. The MBA represents a diverse group of attorneys, judges and legal professionals across the commonwealth.

The New York State Bar Association
The New York State Bar Association (NYSBA), with more than 70,000 members, is the nation's largest voluntary statewide association of lawyers. The NYSBA has long served a dual role as an advocate for the profession and for the public. Often it is difficult to separate these two responsibilities, but during the last few decades with the growing complexity of society and our legal system, the NYSBA's public role has gained both emphasis and breadth.

The Financial Planning Association of Massachusetts
The Financial Planning Association of Massachusetts helps people improve their lives by emphasizing the benefits of financial planning. Our vision is furthered through a professional code of ethics, continuing professional education and philanthropic community involvement.