Fee-Only Financial Advice
This is a secure portal to send us the data we need. It is much safer than attaching to an email.
Step 1: Provide your email address, first name and last name so we know who sent the file.
Step 2: Click the "Choose File" button to the right to select the file that you want to send.
Step 3: Repeat Step 2 for each file you want to send. You can send up to five files at a time.
Step 4: Click the "Upload Files" button to send the files
For more than five files,or if your batch exceeds 2 GB, just access this page as many times as needed.