Securely Uploading Your Documents
How to Upload Your Files Securely
To help us prepare for your upcoming visit, you may choose to send documents through our secure ShareFile upload link.
To upload your files:
- Click the Secure File Upload button below.
- Enter your name and email address if prompted.
- Click Browse Files or drag and drop your documents into the upload box.
- Select the files you would like to send.
- Click Upload or Upload Files.
- Wait until you see a confirmation message that your files were uploaded successfully.
Please do not close the page until the upload is complete.
Your information will only be used to help us complete your analysis and prepare for your upcoming meeting.
What you can upload may include:
- Investment or retirement account statements
- Social Security estimates
- Pension information
- Tax returns or tax documents
- Insurance or healthcare-related documents
- Estate planning documents, if applicable
Not ready to upload yet? That’s okay. You can also bring documents with you to your appointment, or we can talk through what would be most helpful during your first visit.