Client Login
Financial Planning Client Dashboard
Your eMoney dashboard is where you can view all the details of your financial life in one place. It’s also where you’ll find your secure client vault to share documents with us.
This is where you’ll find information about your investment accounts managed by us at Charles Schwab. View your investment account statements, tax records, and other account information here.
IMPORTANT NOTICE: You are now leaving the Bridge Financial Planning, LLC website and will be entering the Charles Schwab Corporation website. The Charles Schwab Corporation is a registered broker-dealer, and is not affiliated with any advisor(s) whose name(s) appear on this website. The Charles Schwab Corporation neither endorses nor recommends any particular advisor or investment strategy. The Charles Schwab Corporation does not review the Bridge Financial Planning, LLC website, and makes no representation regarding the content of the website. The information contained in the Bridge Financial Planning, LLC website should not be considered to be either a recommendation by The Charles Schwab Corporation or a solicitation of any offer to purchase or sell any securities.