Clients

Client Login

eMoney Personal Website

- To see the “big picture”
- Access to personal online vault

WealthScape

- To see individual investment accounts
- NYLIFE Securities or Eagle Strategies

New York Life

- To see policy information
- For simple service requests

Client Forms

Confidential Questionnaire

Document Checklist
for Planning

Goal Positioning
Sheet

Schedule a Conversation

William F. Lyon, CFP®, MSFS

Talk With Bill

Robert A. Nienaber III, JD, ChFC®

Talk With Bob

Talk With Bill

 
 

Talk With Bob

 
 

Goal Positioning Sheet (GPS) Checklist

  • Destination: What are your objectives?
  • Obstacles: What might get in the way?
  • Opportunities: What excites you about the future?
  • Strengths: Where are you now?