Client access.

As a LifeSighted client, you have access to financial planning portals and institutional investment accounts. Use the links below to reach your tools.

LifeSighted portals

Planning Portal Tax Portal

Investment accounts

Altruist Schwab

Billing

AdvicePay
CFP Board
NAPFA
Fee Only Network
FPA
XYPN
Links
Contact LifeSighted
  • Office Visits by Appointment
    Pacific Palisades, CA 90272
  • (424) 291-2480
  • [email protected]
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Financial Planning and Investment Advisory services offered through Glenmore Financial, Inc.
LifeSighted is a California-based firm, working with clients virtually across the country.
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