video1.0<iframe src="https://www.loom.com/embed/f0ba3c6460a7404688ccf5fbe88d663b" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/f0ba3c6460a7404688ccf5fbe88d663b-72e4bd372bb49fd0.gif521.046In this video, I walk you through the steps to get set up in the Financial Planning Portal before our appointment. You'll receive an email 24 hours prior, and I explain how to access the portal and input essential information like your state of residence and retirement plans. It's crucial to ensure all details are accurate, especially regarding income sources and linked accounts. Please make sure to complete this setup before our meeting so we can maximize our time together.