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Judith A. McGee, L.H.D., CFP®, ChFC®
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Resources to help you on your journey.
Resources to help you on your journey.
Getting Started
Our Process
PDF
First Meeting Questionnaire
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Personal Profile
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Collect Your Financial Information
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How to Link Your Financial Accounts to the MWM System
Technology Assistance
How to Start Using Client Access
VIDEO
Add Our Domain as a Safe Sender (Outlook)
VIDEO
Add Our Domain as a Safe Sender (GMail)
PDF
Discovering Client Access
VIDEO
What's New in Client Access
PDF
Enrolling in Client Access Quick Reference
VIDEO
How to Set Up e-Delivery
VIDEO
How to Find Your Tax Documents
VIDEO
How to Use e-Signature
Helpful Resources & Services
How to Make a Mobile Check Deposit
PDF
MWM Team Directory
Making Life a Richer Experience