Planning

Personal Financial Planning

Retirement, first home, college for the kids, they all need a plan…

Investing

Investment Advice

401k, IRAs, mutual funds, where do you start? I'm here to help…

Taxes

Tax Preparation

Applied Advisor is a full service planning firm— taxes too…

Tax Preparation

Client Links

Links for Current Clients

Access the Lockbox or schedule an appointment…

Welcome Back!

Passwords and Frequently Asked Questions

The Lockbox and Appointment Scheduler are two different services with different user names and passwords.

The Lockbox: Uses your email address as the user name. There is a password reset link on the login page if you forgot your password.

Appointments: There are user name and password recall links on the login page. The appointment service automatically generates a user name and password the first time you make an appointment. The user name is your first and last name (no spaces) maximum 20 charters. Each time you make an appointment, if you don't logon first, a new user name and password are generated. The thing to remember is you don't need to logon to make an appointment— just keep generating new accounts, it's OK. If you want an account you can keep just change your user name and password after you complete the appointment and before you close the browser.



Appointments

Online appointments are the fastest, easiest way to get started. Appointments are available Monday through Saturday with evening appointments available Monday through Friday. To see all available times click on the link below.

Appointment Quest Applied Advisor's online appointment scheduling powered by Appointment Quest.
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Lockbox

Upload or download documents: Please use regular email for all messages. Messages via the Lockbox can't be archived, so I can't respond.
Applied Advisor's online Lockbox
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Subscription Agreements

Marital Status


Disclosures
Advisor is a California Registered Investment Adviser. Financial planning, tax preparation, and primary client contact is provided by Kathy Hentges, CFP®, founder and principal of Applied Advisor LLC (dba Applied Advisor). All written content on this site is for informational purposes only. Material presented is believed to be from reliable sources and no representations are made as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor prior to implementation. Sample reports are for illustration only and do not represent actual plans or recommendations. Fee-only financial planning and investment advisory services are offered through Applied Advisor, a registered investment advisory firm. The presence of this Website on the Internet shall in no direct or indirect way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any state other than the state(s) in which Applied Advisor is registered (Registered Investment Advisors are legally empowered to provide investment advisory services only to residents of the states in which they are registered). The purpose of this website is for information distribution of our services. Kathleen Hentges, CFP® is a California Registered Tax Preparer, C.T.E.C. Number A103130. A surety bond is maintained with State Farm Insurance.