đź“„ Secure Document Instructions
We’ve made it easy and secure for you to share documents directly with our team.
Your information is always protected using industry-standard encryption and privacy protocols.
đź”’ No printing. No scanning. Just click, attach and send.
Click the button below to send a secure email message.
âť“ Frequently Asked Questions
Q: Is it safe to email my documents?
A: Yes. Our email is hosted on a secure, encrypted Exchange server and protected by enterprise-level security systems. When you email documents to us, your data is encrypted in transit and stored securely.
Q: Do I need a portal or login to upload my files?
A: No. You do not need to log into any portal. Simply attach your documents to an email and send them directly to [email protected].
Q: What kinds of documents can I send?
A: You can email any financial documents such as tax returns, statements, account summaries, or planning worksheets. PDF, Excel, Word, and image formats (JPG, PNG) are all accepted.
Q: I’m not sure what documents to send—what should I do?
A: Just reach out. You can email or call us with any questions. We're happy to clarify what’s needed based on your planning stage or upcoming meeting.