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.
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 on the Right:
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.
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.
Access your monthly Pershing account statements for Advisory & Brokerage Accounts.You can use this system to enroll in eDeliveryGuide to Enrollment
AIG - SunAmerica
Metlife - Brighthouse
Access Cetera Pershing account statements via the NetXInvestor WEBSITE.Financial organization number is 3KZ.