Client Area

CLICK BELOW TO ACCESS REPORTS ON YOUR ACCOUNT.

Safeguard your personal information by keeping your passwords confidential and by logging off your browser when done viewing your reports.

Please contact us if you need assistance of any kind.

HFM Clients -

Effective June 30, 2018 we have a new "Client Portal" website to allow you to securely access your HFM reports. If you would like access to the new Client Portal please contact our office. HFM is conitnuing to use the original Client Portal for Financial planning work. You will still have access to this Client portal to view your linked accounts and any financial planning work.

Your HFM Team