For active clients

Welcome back. How can we help?

Schedule time with Jessica or Dora, access your financial plan and accounts, or take care of action items.

Meet with your team

Start with what you need.

Choose the kind of support you’re looking for. On the next page, you can select a meeting and a time that works for you.

Planning & advice

Meet with Jessica

Jessica Merino, CFP®, CIMA®

For planning decisions, strategy conversations, and the bigger questions shaping your financial life.

  • Annual and progress reviews
  • Tax, benefits, and planning decisions
  • Employer plan and rollover guidance
Schedule with Jessica

Account service

Meet with Dora

Dora Meyer, CFP®

For practical help with your accounts, paperwork, transfers, and other focused questions.

  • Account transfers and paperwork
  • Rollovers and account updates
  • Quick questions and money movement
Schedule with Dora

Not sure who to choose? Start with Dora—she’ll make sure you get to the right place.

Start with Dora ↗

Client tools

Your financial tools.

Use the secure links below to view your plan and accounts, manage action items, or review billing. Sign in with the credentials you already use for each service.

Need a hand?

Can’t sign in or not sure which tool to use? Email hello@merinowealth.com or call (312) 809-1109.