Client Sign In
Client portal access is provided by Schafer Financial Lab after your initial intake. Sign in with the email and password you set up from your invitation.
New clients can request an intake without an account. Accounts are activated by invitation only.
Administrator Account
You are signed in with an administrator account. Manage appointments, availability, and client profiles from the administrator dashboard.
Open Administrator Dashboard →CLIENT DASHBOARD
Your account
My Profile
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Initial Intake
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Request My Initial Intake →Financial Data Status
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Your widgets use your connected Monarch Money household. Contact Schafer Financial Lab if your connection needs attention.
Schafer Financial Lab Widgets
Choose what your Financial HQ, Weekly Spending and Debt HQ widgets show, and manage connected devices.
When you add a widget in Scriptable, its pairing flow opens the secure SFL sign-in page automatically.
My Appointments
Bookings are requested first and must be confirmed by Schafer Financial Lab.
| Date | Session | Status |
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