Insurance & risk
Review protection, exposure, and licensed insurance solutions.
Client access SFF client resource hub
Your financial life.
Every trusted destination.
Use this hub to reach the systems, services, education, and people already supporting your financial life—with a clear reason for every click.
Most-used client destinations
What do you need
to do today?
Choose the task in front of you. Each tile explains the destination before opening a separately operated secure system.
01Financial dashboard
See my financial picture
Open the eMoney dashboard used to organize your accounts, goals, and planning information.
Secure external login ↗02Tax preparationOpen my tax workspace
Reach the Drake Portals entry point for secure tax document exchange and tax workflow.
Use your SFF invitation link when prompted ↗03Estate organizationOpen my estate workspace
Access Vanilla to review and organize estate information, people, documents, and open questions.
Secure external login ↗04Document exchangeShare a requested document
Use the approved Microsoft destination only when SFF has directed you to exchange a document there.
Secure external login ↗Services behind the hub
Connected context.
Clear professional lanes.
SFF helps current clients organize the non-investment decisions that shape a financial life. When investment advice or asset management is relevant, that work is provided separately through Kairos RIA, LLC.
Explore SFF service capabilitiesTax preparation & strategy
Connect accurate filing work with the timing decisions around it.
Estate organization
Bring documents, people, intentions, and professional coordination into view.
Financial literacy
Understand the rules and tradeoffs before taking action.
Human help when it matters
A directory with people behind it.
James Collins and Larie Thomas help clients understand where to go, what belongs there, and how the pieces connect. If you are unsure which system or service applies, call before uploading.
Meet the SFF team