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Kastler Financial Planning

<h2>Fiduciary Financial Planning and Retirement Planning</h2>

Fiduciary Financial Planning and Retirement Planning

Get Retirement Ready!

(248) 793-7314

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Home » About Us » Our Financial Planning Software

Our Financial Planning Software

With our financial planning software, you can get started on your own with some simple functions. No charge. No obligation. No credit card. If you want to perform more complex financial projections, you’ll need assistance from a professional Planner.

Highlights of our Financial Planning Software

With Our Professional Assistance

  • 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 (with your Planner)
As a Do-It-Yourselfer

  • Your Personal Financial Dashboard
    • Account Aggregation
    • Your Personal Balance Sheet
  • Develop your Goals
  • Budgeting and Debt Management
  • Get on the “same page” as your spouse!
  • Mobile access available!
Give It a Try Yourself!

financial planning software
Click on the image above to start your Planning as a Do-It-Yourselfer. 24/7 secure access from your home. No-cost / No-obligation / No credit card.

A Key Differentiator of our Financial Planning Software:

Collaborative Planning

Whether you are sitting across the table or across the country, we are able to do “collaborative reviews” with you by sharing this software 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! For more information on Collaborative Planning, see our Financial Planning Process.

Mobile App

rightcapital-mobile-app

Our Financial Planning software has an “app” that you can download to your smartphone. You can do simple things like check your balances while using the app on the go:

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





1-Minute Highlight Videos

Change Your Financial Future

Take Control of Your Student Loans

Go Mobile!

Navigating Market Uncertainty

Get Retirement Ready

Benefits of a Tax Efficient Distribution Strategy

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Set Goals. Plan Well. Execute and Monitor.

248-793-7314

Kastler Financial Planning offers financial planning and investment advisory services through Kastler Consulting Group, LLC., a fee-only registered investment adviser offering advisory services in the State(s) of Michigan and in other jurisdictions where exempted. Tel: (248)-793-7314. We also offer investment management services through sub-advisors First Ascent Asset Management, LLC and Lunt Capital Management, Inc., both SEC-registered investment advisor.

This communication has been provided to you for informational purposes only and is not intended as an offer or solicitation for the purchase or sale of a security. Although the information in this presentation has been obtained from and is based upon sources that Kastler Consulting Group, LLC believes to be reliable, Kastler Consulting Group does not guarantee its accuracy and it may be incomplete or condensed. This information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation.

Investing involves substantial risk and has the potential for partial or complete loss of funds invested. Investments mentioned may not be suitable for all investors. Before investing in any investment product, potential investors should consult their financial or tax advisor, accountant, or attorney with regard to their specific situation.

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