Client Hub
This page is a simple home base for current Holcomb Financial clients. Everything here is designed to make communication easy and keep your financial life organized. Clear communication and consistent support are part of our commitment at Holcomb Financial.
Digital wallets, budgeting apps, investing tools—the financial world turns more and more digital each day. That is why we have invested in AlignPortal, a financial planning tool available only to clients. It gives clients a real time look into their finances, displaying a live-tracked view of net worth, investments, cash flow, and more!
We use Charles Schwab as our preferred custodian, and their website provides your performance and brokerage statements (incl. tax reports), as well as tools to compare your investments’ performance against a large number of benchmarks. You can also use the Schwab app to track your performance as well.
*If you need access for the first time, or are having trouble logging in to either tool, please email teamHF@holcomb-financial.com.
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How we connect with you
Unlimited Personal Communication
Clients have ongoing access to the Holcomb Financial team by phone, email, and scheduled conversations. Questions are welcome. Conversations are encouraged. No concern is too small to bring forward.
Monthly Clients Only Newsletter
Each month, clients receive a newsletter created specifically for the Holcomb Financial community. This includes timely reminders, planning insights, firm updates, and thoughtful reflections designed to support clarity and confidence throughout the year.
Planning Focused
Insights
From time to time, clients receive educational emails or articles covering relevant planning topics. These may include retirement considerations, tax planning reminders, life transitions, or common questions that arise during different seasons of life.
Client Occasion
Celebrations
Each year, clients receive a note of appreciation as a thank you for their continued trust and a card celebrating their birthday. These moments are small but intentional and reflect the value we place on long term relationships.
Monthly Market
Update
Community and
Presence
Once a month, clients receive a market update designed to provide perspective, not noise. These updates focus on what matters, what does not, and how current conditions fit into long term plans.
Holcomb Financial shares updates and insights through select social platforms as a way to stay connected and engaged with the broader community. You will also see us engaging with the community frequently!
These forms of communication are in addition to the regular meetings we hold with clients through the year. Communication is not meant to create more to track or manage. It is meant to support peace of mind.
If something ever feels unclear, missing, or overwhelming, reaching out is always the right next step.