Client Center

A smoother, smarter way to stay connected.

We’re building something special just for you—your personalized Client Center. Whether you’re getting ready for your first planning session or you’ve been with us for years, this will soon be your one-stop hub for everything you need.

Soon, you’ll be able to:

• Log in securely to your custom client portal

• Upload and access your planning documents

• View your “My Accounts” dashboard in real time

• Browse guides, FAQs, and resources tailored to your goals

• Book meetings and chat directly with your advisory team

We’re putting the finishing touches on a space designed to bring you more clarity, confidence, and control in your planning journey.

Until then…

If you need help, want to send documents securely, or have questions, we’re here for you.

• 📅 Schedule a meeting: Book a time with us

• 📤 Secure document upload: Access the Upload Vault

• ✉️ Email: contactus@leverageplanners.com

• 📞 Phone: (425) 223-4520

We’ll be happy to assist you with anything you need as we get ready to launch your new Client Center.