Client Portal

Account Overview

CIRStatements allows you to stay up to date on your accounts. You can view your account balances, track performance, and run multiple styles of reports.

Plan Your Goals

Through your Personal Financial Planning Portal, you can view progress on your financial goals, optimize your spending plan, view your investments, and securely store your important financial documents in your vault.

Prepare For Retirement

Make your retirement savings work for you and your future. Receive ongoing guidance straight to your email and/or via text. Allowing you to make more informed decisions about the money in your 401(k), 403(b), or 457.

Office Hours

Get equipped with a strategy for all of your financial needs. Visit with Greg or Daniel during our office hours!

Monthly Updates

Every month we provide educational updates pertaining to the markets, the economy, and other timely financial planning topics.


700 Mall Drive, Ste. C
Portage, MI 49024


Phone: 269-492-6984
Text: 269-245-0779
Fax: 269-270-3702


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Beyond Financial Planning, LLC