Client Resources


This page will point you in the right direction if you are looking for resources specifically available to our clients.

Online Accounts

Access all the tools and resources included with your services through your online account at
Wealth Strategy U.

This includes access to:

  • Ask Tom Live
  • Ask Tom Online
  • Online courses
  • Action items to complete before your first strategy meeting

If you need assistance logging in, please submit a contact us request or call our office.

Wealth Evaluator

If you are in our wealth strategy services, plug the information from your workbooks into our wealth evaluator to evaluate your wealth gap.

Go to our wealth evaluator

Tax Organizer

If you have engaged us to prepare your tax return, then you can provide your information through our Tax Organizer – it is your personal, secure, online tax organizer.

If your tax return was prepared by us last year, then your Tax Organizer will include your prior year tax information.

To access your Tax Organizer, you’ll need a username and password (which is the same username and password used to access your client portal). If you need your Tax Organizer username and password, you can request it by completing a contact us request or calling our office.

Need to login to your Tax Organizer?

Login Here

Client Portal

ProVision clients can use our secure client portal to send us documents.

To access the portal, you’ll need a username and password (which is different than your username and password used to access your online account on Wealth Strategy U). If you need your client portal username and password, you can request it by completing a contact us request or calling our office.

Need to login to the portal?

Login Here

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