Account Access


Betterment for Advisors


TD Ameritrade Institutional


Your Client Website

Want to view a sample client site? Use the following credentials:

User Name: testwebsite

Password: CompoundInterest1

Personal Finance Tools

All created by Tyler Linsten. Made for simplicity. Most importantly: They’re all ONE-PAGERS.


Life Planning Worksheet

Portfolio management and financial planning are much more than just dollars and cents.

Click here to view.


Personal Budget Tool

What’s your number? It’s important to know your expected yearly spending, but it doesn’t have to be a painful process.  

Click here to view.


Personal Balance Sheet

Do you know how your assets and liabilities stack up? How much interest do you expect to pay in a given year? Use this tool to find out. 

Click here to view

Quarterly Client Letters

Q1 – Active Management and “Guruism”

Q2 – The Election

Q3 – Safety Bubble?

Q4 – Smart = Stupid