Secure access to your retirement plan dashboard and other planning tools

Client Planning Hub

If you are a registered client, please log in to access your financial toolbox:
    1. My Retirement Profile
    2. My Planning Progress Dashboard
    3. RightCapital Planning Software
    4. My Charles Schwab Investments 
    5. My Secure File Vault 
    6. Schedule a Review Meeting 
Login:                             
[wppb-login]

My Planning Dashboard 

Your Planning Dashboard shows the key metrics as we move through the planning process, so you will always know the status of your plan development. Once your initial plan has been created, this dashboard will be a snapshot of your quarterly report.

Note: This is where your client dashboard will appear once you log in.




My Financial Toolbox

Access the tools we use together to view your financial details.  You can log in to your planning software, log in to Charles Schwab to view your investments, and view your  financial documents.

Planning Software

During the planning stage, use our planning software to enter information, link accounts, and complete your risk assessment.

View My Investments

Once your plan is completed and assets transferred to Charles Schwab, you may view your investments and move money at any time.

Access My File Vault

View your financial statements, your initial plan write-up, and quarterly reports here.

What to Expect if you are Onboarding for the First Time

Once we decide to move forward together and the Client Service Agreement is signed, we begin the onboarding steps outlined below.
    1. Retirement Profiler completed. You will receive a brief non-financial questionnaire to help identify your goals and vision for retirement.
    2. Planning software access provided. You will receive access to the planning software so you can begin entering information and link financial accounts securely.
    3. Documents submitted. You may upload statements and other confidential PDF documents through the secure file link as needed.
    4. Risk assessment completed. We will use your answers to better understand your investment comfort level and planning profile.
    5. Discovery meeting scheduled. We will meet to discuss your goals, priorities, concerns, risk profile, and the retirement questions most important to you.
    6. Planning analysis begins. I will review your information, organize the data, and begin building your retirement planning analysis.
    7. Recommendations reviewed together. We will walk through findings, scenarios, observations, and planning recommendations in a collaborative review.
    8. Your written plan is delivered. Once the planning work is complete, you will receive your written retirement plan along with any recommended next steps.

New to the Planning Software?

If this is your first time using the planning software, this brief video will help you get started.  Linking your accounts so I can see the details is key to accurate planning. 
10-min video.  Fastpath to the 4-min mark for section on linking your accounts.

Schedule a Plan Review

Contact Us Today
If you would like to schedule time together outside of your regular plan review schedule, you may use the scheduling link above to request a meeting at a time that works well for you.