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CLIENT CENTER

You can find additional tools and information related to financial planning on our Resources page.

We’d love to hear your suggestions for how we can make this online client center more helpful. Please share your ideas with Sonya via e-mail.

SHAREFILE

Securely upload documents to your financial planning team or access documents your team has created for you, including meeting notes and reports.
TD AMERITRADE LOGIN

Access your portfolio and review investment statements.

Tax Center

 The link to access your tax organizer and upload documents directly is unique to you so we can’t provide a general access point here. If you can’t find the original email with your link, let us know and we’ll be happy to resend it.     

GOALS AND VALUES

As part of our New Client Experience, we will ask you to complete this exercise to better understand what is important to you. The financial plan we create together will be unique to you and based on what you want for your life.


Client Payment Options

Payment by credit card: we accept Visa, MasterCard, American Express, and Discover. 

 


FOR payment by check, please mail to:

Davis Financial Planning
PO Box 18027
Asheville, NC 28814
Checks should be made payable to Davis Financial Planning.