Schwab Portal
The Schwab account portal is designed to be your primary account portal. This will include your account balance, positions, performance, monthly statements, tax documents, etc.
Client Resources
Bull Oak Portal
The Bull Oak portal is designed to provide a more customized, detailed view of your financial life.
Note: The Bull Oak portal is an optional portal. The Schwab portal continues to be your primary account hub and should be your first stop.
The Bull Oak portal will allow you to:
- View your account balances, positions, & asset allocation
- Track your entire net worth
- See detailed portfolio performance & account activity
- Downlaod brokerage statements & tax forms (including 1099s)
Desktop Login →
iPhone App →
Android App →
Client Meeting Schedule
We will proactively reach out to you throughout the year to ensure that you are on track to reach your financial goals and to answer any questions you may have. Of course, we are happy to meet outside our scheduled meetings for urgent matters. Please feel free to schedule a meeting below.
Q1—Q2
- Plan Update
- Net Worth Update
- Cash Flow Projection
- Portfolio Overview
- Tax Prep & Filing
Q1—Q2
Spring Planning
Q3—Q4
- Tax Projection
- Benefits Overview
- Next Year Planning
- Charitable Planning
- Roth Conversions
Q3—Q4
Fall Planning
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