Client Access

Access to your client accounts and online payment.

Account Access


Fidelity logo Client Access

Fidelity logo Client Portal

Pay My Fee

To complete the enrollment process, click on the appropriate plan type below (check your Financial Planning Agreement for plan type). You will be taken to a secure website and asked for your credit card information to enroll.

Please Note: The first monthly payment will be charged to your credit card upon enrollment. Not all rates are listed.

Financial Planning Services