This tool is provided for our clients to quickly and easily send a small number of files to us securely, without the need to login to your online account. Please note, this tool only allows for the upload of one file at a time. If you need to send several files at once, you may find it easier to use the secure upload file tool within your Callahan Financial Planning online account under the “Documents” tab.
You do not need to notify us after uploading a document. Please allow 2 – 5 working days for us to process any files you send.
This tool should only be used by clients and prospective clients of Callahan Financial Planning Company. To create a financial planning or investment advisory agreement where you would receive recommendations or advice from us, you must sign a separate agreement. The use of this tool does not create a planning engagement.