For Our People

ProsperiTea Planning Calendly

Scheduling for both ProsperiTea Planning and Tea & Taxes. Click to start.


ProsperiTea Planning ShareFile

Secure Portal to use for things you’re uploading to or downloading from ProsperiTea Planning and Tea & Taxes.


Shareholders Service Group

NetXInvestor Login, to access funds at SSG.


Capitect Login for ProsperiTea Planning

Account aggregator: helps you to see all your investments in one place. Requires a secure login and may require you to tend the links to investment accounts not with a Custodian Wendy set up. Click to get to the login page.








ProsperiTea Planning MoneyGuidePro

ProsperiTea Planning’s MoneyGuidePro. Click to login.


To Download LastPass

Click to go to LastPass