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!

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: