Client Administration


Contributions to ANY account


FASTEST AND SECURE: You will find the Schwab Mobile app in Android Playstore or Apple App Store.

Look for the app icon that looks like the one below.





Please email me with your general request for your contributions to any of your Schwab accounts.






Withdrawals from any NON-retirement account


Withdrawals from a Retirement Account

Please email me with your general request for your withdrawal requests from any of your Schwab accounts.




Once I send you the necessary form ...

Please return the form as follows:

  • Please do NOT send these forms directly to Schwab (that will slow processing down dramatically).
  • Instead, please use the ShareFile link below and send them to me securely, privately and confidently.
  • Or ... if you don't have a scanner, or a file on your computer, then faxing is still another secure option: (916) 303-7777 (press start as soon as it rings to switch system to fax mode).
  • Or ... you may snail mail forms to Better Financial Education (suggest Priority Mail with tracking - please email me your tracking number).


Clients, and others who need to send important files with sensitive information to me (for business purposes only), may use the ShareFile link to get me files securely, privately and confidentially:

ShareFile by Citrix (click on photo or link to start the easy process of uploading your files to send to me.




For a review to update your situation, please ask me for the worksheets to get the assessment process started.



*Note - Tech tip: If a second window does not pop up and open, you may have a pop up blocker active. You may bypass a pop up blocker, anytime case by case, by holding down the shift key while clicking the link or icon you wish to open.


My door and phone are always open to you. Please feel free to contact me at anytime when anything is on your mind. In general: if something is unclear to you, that is a signal you should ask questions; if you're uncertain about your plan, that is a signal for a review. Communication works best when it is both ways.

To guarantee I'm available when most convenient for you, we don't have to schedule the old fashion way that this video spoofs anymore … humorous 30 second scheduling video * .…  here's my calendar link to easily schedule 24/7 a best time for you. Office hours are By Appointment Only. *NOT an endorsement.


You may click here to go to the Service Partners page.