In this video, I guide you through the crucial process of linking your accounts to your financial plan. By following simple steps, such as logging in, selecting accounts, and granting permission, you can ensure accurate data aggregation for a robust financial plan. Remember, the quality of your plan depends on the accuracy of the information we gather. Take the time to link your bank accounts, credit cards, and investment accounts to refine your financial strategy.

Register or sign in to your Anacapa Financial Client Portal.  We Strive to help our clients organize and to have easy access to important documents.  We've prepared a short video tutorial to help even the most computer novice that its simple and easy to share necessary documents with us online.

Sharing our process and what we do for our clients is important to understand.  We focus on 4 fundamental areas with our Plan, Save, Protect, and Grow strategies.  Learn more about Anacapa Financial and our process here.