Access to Our Planning Software as a Do-It-Yourselfer
Help ease your anxieties about your financial situation, create a personalized Financial Profile that you can build upon as a Do-It-Yourselfer OR with our assistance!
With our financial planning software, you can get started on your own, 24/7 from the comfort of your home for 90 days – No charge. No obligation. No credit card required. If you want to hire us for comprehensive financial planning or retirement planning, you can do so at any time.
Highlights of our Financial Planning Software as a Do-It-Yourselfer
Access to all your accounts from one dashboard
You do not have to move any of your money! Keep it where it’s at and you will still be able to aggregate your accounts into one dashboard and see everything in one place from the convenience of your computer screen (or mobile app, if you choose). The account aggregator is a secure system that is one of the largest used in the industry. Simply link the accounts you want to aggregrate and view in your dashboard.
- Your Personal Financial Dashboard
- Account Aggregation to view everything in one place
- Your Personal Balance Sheet
- Develop your Goals
- View income and expenses
- Budgeting and Debt Management
- Get on the “same page” as your spouse!
- View your situation anytime via mobile access
After you’ve set up your profile and linked your accounts, you can download the app to your smartphone. To get the app, go to either the Apple App store or Google Play Store…
- Search for RightCapital
- Click the blue “Get” button
- Click the blue “Open” button
- Enter your login credentials when prompted
Use Our Planning Software with Us as your Fee-Only Advisor
Consult with a Finance Professional
A finance professional, not a salesperson, will provide comprehensive financial planning or retirement planning, based on your needs and service contract recommended. See our Services summary and fees. These are fee-only and advice-only services, not based on commissions or Assets Under Management (AUM) fees!
When you hire us as an Advisory professional, additional software capabilities are unlocked and available to provide additional projections and detailed reports. Some examples include:
- Early to Mid Career Financial Planning
- College Debt Pay-Down Strategies
- Retirement Planning
- Probability of Success using Monte Carlo Simulation
- Social Security Optimization
- Tax Efficient Withdrawal Strategies
- Simplified Reporting with Graphics
- Collaborative Planning (you and us via Teams)
- Detail cash flow reports
- Plus, a written Plan from your Advisor
Collaborative Planning
If you choose to hire us to provide professional financial planning services, whether you are sitting across the table or across the country, we are able to perform “collaborative reviews” with you across computer screens. We are able to show you various financial “what-if” scenarios and the potential impact to your financial bottom line. Together, we can change inputs factors on the fly and you see the results!
We are able to show you specific projections for multiple scenarios (ex: different retirement ages or porfolio designs). You still build your profile, goals, and link your accounts. We take it further by providing analysis, make recommendations, and provide a written Plan.
To start the process to engage our professional services, go to Financial Planning Process.
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