The best way to share documents with us is through your dediciated client website and vault.

If you're not yet a financial planning client, you may utilize a secure Box upload link, here: www.planningforgood.co/secure-upload

Learn about our planning servies and client website HERE!

If you're a planning client and use our personalized financial website, the best way to share documents with us is to utilize your eMoney Vault*.  If you don't use the eMoney client webiste, scroll to the bottom of this page. 

*If you'd like to know more about eMoney's website security, CLICK HERE.