Foster Financial Services

Client Portal Login

The Foster Financial Client Portal, hosted by ORION, is your secure, centralized hub for managing your financial information and staying connected with our team.

Through the portal, you can:
• 📊 View an overview of your accounts
• 📁 Securely upload and share documents
• 📈 Access your financial reports and Schwab Statements
• 🔍 View integrated data from your MoneyGuidePro Financial Plan
• 📰 Stay current with our latest newsletters and insights

Below, you’ll find the link to access the new Client Portal, along with step-by-step instructions for setting up your portal and securely viewing or uploading documents.

We have our own APP!!

· 📱 Download on the Apple App Store

· 🤖 Download on Google Play

Foster Financial Client Portal

MoneyGuidePro Client Login

MoneyGuidePro (MGP) is the system used in office to build out our clients' financial plans. In this system clients can link accounts held outside of Foster Financial, so that they can be included in the financial plan via Yodalee. Once connected, the accounts will remain up to date and the clients' plan will as well.

MGP also has a feature that allows clients to run their own scenarios, allowing them to see the probability of success when adjusting different parts of their plan. For example, What would your probability of success be if you were to retire at 60 instead of 65? Just enter the "Play Zone" in MGP to find out.

See the "MoneyGuidePro Login & Information" for information about setting up your login & Navigating to the "PlayZone". "MoneyGuidePro-Connecting Outside Accounts via Yodalee" walks you through how to connect your bank accounts, credit cards, 401K, or any outside account that should be included in your Financial Plan.

Moneyguidepro

Risk Scoring via Orion

Orion Risk is the program we use to assess our clients' risk tolerance. A strong Risk Score is like a roadmap for your investment journey. It helps identify how much market fluctuation you’re comfortable with, how long you plan to invest, and what kinds of opportunities best fit your financial goals. By clearly understanding your risk level, we can build a portfolio that aligns with your comfort zone—protecting you from unnecessary stress while positioning you for long-term success. In short, your Risk Score ensures that every investment decision is tailored to you, not someone else’s strategy.

There is a downloadable PDF of the questionnaire below.

Credit Bureau Contact & Access Links

To help you stay informed and protect your financial well-being, we've provided direct access to the three major credit bureaus. Whether you need to request a credit report, place a freeze, or update your information, you can easily access each bureau below:

Equifax – https://www.equifax.com
Experian – https://www.experian.com
TransUnion – https://www.transunion.com

We recommend reviewing your credit reports regularly and reaching out to the bureaus directly for any disputes or security concerns.

Nothing on this site is intended to give tax or legal advice, please consult with Qualified Tax professional or Attorney.

Advisory services are offered through Foster Financial Services, LLC. Heather Foster, Caleb Doane & Jonathon Pynchon are also a registered representatives and investment adviser representative of Harbour Investments, Inc. Existing client relationships may continue through Harbour Investments, Inc. Member FINRA & SIPC while new advisory business is conducted through Foster Financial Services, LLC. The Certification of Certified Financial Fiduciary is through the National Association of Certified Fiduciaries, and the only Heather Foster currently carries this designation. Advisory services are available to residents of states where the firm and its representatives are properly registered or exempt from registration.

Heather Foster is securities licensed in AZ, IN, IA, MI, MN, NC, PA.

John Pynchon is securities licensed in AZ, IN, IA, MI, MN, NC

Caleb Doane is securities licensed in IN, MI, NY, OH, PA, TX.

The views and material presented are intended to provide background assistance and education only and is not intended to be tax or investment advice. Please consult a professional on your situation. Investments involve risks, including possible loss of principal. Past performance doesn’t guarantee future results. Guarantees are based on the claims paying ability of the insurance company.