Client Portal Tips Sign-up
Thank you for your interest in Client Portal Best Practice Tips!
Our Client Portal Tips will give you information covering the questions we hear most often as well as best practices.
Clients can always give Jennifer a call at 408-963-2884 to answer your client portal questions.
Please submit your Name and Email Address in the request form below to join the Client Portal Tips email community.
Arielle will confirm your sign up. If you need assistance email her at: arielle@financialjourney.com.
Feel free to contact us with any questions. Thanks for joining!
Elaine, Scott & Linda