Congratulations on taking this first step to enter your household financial data to begin your financial planning. Follow along with the three steps and resources below to get started.


Step 1: Click here to register and login!


Step 2: Register your account, use the video below to follow along


Step 3: Complete the following MyBlocks pictured below Your Goals, Investment Assets, Retirement Income, Other Assets, and Liabilities


Step 4: Book your first financial planning meeting with your advisor! Click the "Clients" button at the top of this page to find your advisor's headshot to click on and use their booking tool.