Smart Money Resources

Client Tools

Our onboarding form collects key details—like income, Social Security, and licenses—so we can start building a financial plan tailored to you.

Get Started with Onboarding

Use our File Upload form to securely share important documents, such as 401(k) statements, so we can keep your plan up to date.

Easily Upload Your Documents

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recommended books

Foxy's Reading List

Foxy’s handpicked reading list features insightful books designed to help you sharpen your financial knowledge and make confident decisions.

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