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Client Resources

Clients are encouraged to schedule meetings as often as needed.  If you have a timely question and cannot find a good time below, do not hesitate to reach out by email (jenny@sonomamountainfinancial.com) or phone 415-702-0772). By request, I can meet clients during the evenings and weekends.​​

Client Tools

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Login to RightCapital to view your financial plan.

Login to Charles Schwab® to view your investment statements.

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