Client Area
Please click on the Folder icon to securely send a document to Shannon (no login required).
Please click on the Fidelity icon to view your account information, including statements and tax forms, on Fidelity.com. Please contact Shannon if you need assistance in setting up your online access with Fidelity.
Please click on the MoneyGuide icon to view your current financial plan and to adjust the assumptions in the Play Zone.
Please click on the ShareFile icon to retrieve and send files securely. Please contact Shannon to receive a login if you do not already have one.
Please click on the Zoom icon to join an online meeting with Shannon. Please contact Shannon to receive the Meeting ID number.
Please click on the FaceTime icon to initiate a FaceTime call directly to Shannon (only available if you are using an iPhone, iPad, or Mac).