Welcome to the Vitucci Integrated Planning Client Access Point. This is your hub for accessing your financial plan & account values, scheduling or preparing for your next appointment, re-visiting your risk tolerance, or accessing your account statements.
These tools are not meant to replace our regular client service process. Please feel encouraged to call the office directly should you prefer.
Access Your Client Planning Portal
View your entire financial picture...organized...in one place
Your iPlan provides access to: Current Account Values; Financial Planning Reports; Document Vault; Quarterly Performance Reports for Advisory Accounts; and more.
This is the easiest way to access updated values of ALL of your accounts with us.
Our usual process has your next review automatically scheduled at an 8 month interval. Should you need to bring your next meeting forward or have an interim planning need, feel free to use the self-scheduler below.
Alternatively, you can call or email the office:
(925) 370-3750 ext.0
To Begin Scheduling Online, Please Choose the Meeting Type Below:
Preparing for Your Next Meeting
We typically ask clients to prepare with a review of their own cash-flow & good idea of their cash savings and any non-managed investment accounts. Please use the link below to access a Planning Update Worksheet.
The fillable PDF can be used for reference during our review or emailed back to us prior to the meeting. This is meant to be a brief exercise for clients, taking no more than 10-15 minutes.
Re-Visit Your Risk Tolerance
Your tolerance for the volatility of your investment portfolio is an important part of any goals-based financial plan. If you are uncomfortable with the ups and downs of the value of your investments, you are less likely to meet your long-term goals.
Please feel encouraged to use the risk tolerance assessment to re-visit your "risk number." We will review the results with you at our next review.
Statements - Advisory & Brokerage Accounts
Access your monthly Pershing account
statements via the NetXInvestor website.
Financial organization number is A1N.