Update Your Delivery Preference

Choose how you'd like to receive your Willow Creek Quarterly Reports

 
  • Switch to Electronic Delivery Only - You'll receive an email notification each quarter with a secure link to access your report online.
  • Keep Current Method - You will continue to receive your Willow Creek Quarterly Reports exactly as you do now.
  • Contact Me to Discuss - Our team will reach out to you shortly to discuss your Willow Creek Quarterly Report delivery options and answer any questions you may have.
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Delivery Preference Choice 

If you selected "Contact Me to Discuss", please let us know how you would like us to reach out to you.

Please feel free to share any specific questions or comments regarding electronic delivery, client portal use, or other preferences you'd like to discuss.

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