Client Resource Hub
The right provider for the task in front of you.
This directory connects current clients with SFF workflows and clearly identified outside systems. A link is a route—not an engagement, endorsement, or authorization to share information.
Secure client workspaces
Use these systems for an active SFF or separately provided client workflow.
Kairos financial dashboard
For separately served Kairos advisory clients to access the dashboard tied to their Kairos relationship.
Separate provider · secure external login ↗Drake PortalsSFF tax workspace
Exchange tax documents, complete organizers, and follow an active SFF tax-preparation workflow.
Use only your case-specific SFF invitation ↗VanillaEstate-organization workspace
Use client-directed tools to organize estate information, people, and documents. Legal services remain separate.
Self-help platform · secure external login ↗Microsoft 365Requested document exchange
Use this destination only when SFF has identified a specific approved folder or workflow for your engagement.
Do not upload without direction ↗Advisory, coordination, and education
These destinations explain a service lane or connect you with a separately operated resource.
Financial advice & investment management
All financial advisory, investment-management, and securities-related advisory services are provided through Kairos under a separate Kairos agreement and disclosures.
Separate entity · client choice ↗QFiREFinancial literacy
Explore practical education about financial rules, qualified funds, liquidity, taxes, and decision sequence.
Educational destination ↗Fi FoundationCommunity financial independence
Visit the separately governed mission destination for financial-independence education and community work.
Separate organization and records ↗Semper Fidelis FinancialSFF service capabilities
Review insurance and risk, tax, estate-organization, and financial-literacy capabilities.
SFF service information →Not sure where it belongs?
Pause before you upload.
Do not send Social Security numbers, account numbers, tax documents, passwords, or other sensitive information through ordinary email or a general website form.