Already a client?

If you already work with our office, you don't need to pay again through the new-client checklist just to use the portal. Submit the email we have on file — we'll verify your account and send a one-time secure signup link after approval.

1. Submit your request — use the form below with the email on file with our office.
2. We review your file— Rick's team approves or follows up if we can't match your email.
3. Watch your inbox— after approval, we'll send the invite. Use that exact address when you create your password.