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Resources for our beloved clients



Links to your eMoney and TD client portals:



Links to schedule calls and Zooms with Andy:


Schedule a call


Use this link to schedule any of the following:

  • 30 minute impromptu call
  • 60 minute impromptu call

Schedule a Zoom


Use this link to schedule any of the following:

  • 30 or 60 minute impromptu Zoom meeting
  • Semiannual update Zoom meeting
  • Initial financial plan discussion Zoom meeting