Check out our newest technology, Asset-Map!
A Financial Picture is Worth a Thousand Words…
An Asset-Map Report is a visual experience that displays all of a household’s members, entities, financial assets, liabilities, cash-flows, and insurance policies. This provides both us and you with a straight-forward way to engage in your financial plan as well as uncover new opportunities to elevate your situation & enhance quality of life!
Looking to create your Will or Healthcare Directive? Take care of it for free!
Everyone should make a will and health care directive, regardless of wealth or health. Having a plan in place ensures that your wishes are known and saves your loved ones the stress and cost of intestate probate proceedings. FreeWill.com is a website that offers simple estate planning forms that you can fill out according to your wishes. Make sure to have them properly signed, witnessed, and notarized!
Right Capital Online Financial Planning Software
Our group has always believed in the impact a good financial plan has on enhancing quality of life! We are excited to let you know our team has recently started using a financial planning tool called RightCapital. Not only does it link up all your accounts for budgeting and tracking your portfolio, but it also helps us track your overall goals and help us continue to make all-encompassing decisions in light of your full plan. Whether it be retirement, portfolio analysis, budgeting, student loans, or education funding—tying all those pieces on your own can be a headache. No more need for an Excel spreadsheet… RightCapital lets you access your entire financial plan in a few easy clicks!
If you are an existing client that has a log in established, you can easily access RightCapital in two ways:
- Website- Click here!
- Mobile app (available on Apple App or Google Play Store)
If you are an existing client that has not yet established a log in, please contact us at firstname.lastname@example.org and we will send out a Right Capital invite for you to get started!
One of the biggest focuses of Right Capital is an up-to-date balance sheet, where you can see all your assets and liabilities (held with us, or not). From there, we can look at details of your plan, and show you different variations to help optimize your goals by playing around with different “levers” such as market conditions, taxes, asset allocation, Social Security, a goal change, and many more! We can also run formal plans for you were based on your individual goals. There is a vault where we will store plan reports.
Contact us to learn more!