- Access to your Financial Dashboard
- Create your Financial Profile, including Assets, Goals, Income, Savings, and Expenses
- Review your account balances, asset allocations, probability of success, and more
- Access to your secure EGNYTE electronic file cabinet for your pertinent financial documents
- Send me a file confidentially (do not send confidential files via email)
- View a help video on using our Financial Planning software
- Download our smartphone app
REMINDER: We do not ask for or need social security numbers, account numbers, or drivers license numbers. Please remove those from any documents you send us!
View your financial data
You can access our financial planning software to input your financial profile for the planning process. After the planning process, you can come back to the software to review your account balances, asset allocations, your probability of success, budget, tasks, and more. Below is a video to help you get started by creating your financial profile.
File Sharing Vault
Not to be confused with the Financial Planning software, Egnyte is a secure electronic file folder that contains your documents that I need to create your financial plan. These are account statements, Social Security documents, mortgage information, wills, trusts, etc. I will also deposit files when they are ready for your review, such as your Retirement Plan. More information on Egnyte security can be found at Egnyte.
Send a File
In most cases, you will use your Egnyte file server to send me files. In case you forgot your login credentials for Egnyte and you just want to send me a file or two quickly, use this option. I will receive the file securely and can deposit it into your Egnyte file folder for you.
Help Video for our Financial Planning Software
New Smartphone App!
Our Financial Planning software now has an “app” that you can download to your smartphone. You can do simple things like check your balances, review action plans, etc. using the app while you are on the go.
You can get the app either at the Apple Store or the Google Play store, depending on your mobile device type. Search for RightCapital and follow your normal instructions for downloading and installing on your device.
The Kastler Financial Planning website offers links to a variety of sites maintained by third parties. If you choose to access these sites, you will be leaving the Kastler Financial Planning web site. These sites are managed by unaffiliated organizations that provide financial planning products used by Kastler Financial Planning to aid in your financial planning services. These links are only offered here for your convenience and for use at your own discretion.
Kastler Financial Planning and Garrett Investment Advisors, LLC does not provide and are not responsible for, the product, service, or overall website content available on third-party sites.
Our privacy policies do not apply to linked websites. You should consult the privacy disclosures on each third party site for further information. Third party websites may provide different security features than the Kastler Financial Planning web site.
