Alexander Financial Planning

Client Resources

Learn more about how to utilize our Client Portal
to access your financial information.

+ WEALTH MANAGEMENT NAVIGATOR

How to connect accounts in Wealth Management Navigator.




+ WEALTH MANAGEMENT NAVIGATOR

How to set up eMoney in Wealth Management Navigator.




+ WEALTH MANAGEMENT NAVIGATOR

How to set up 2-Factor Authentication in Wealth Management Navigator.




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3600 Olentangy River Rd
Suite C2
Columbus, Ohio 43214 GOOGLE MAPS
1-614-538-1600




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