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!
You can easily access RightCapital in two ways:
- Website https://www.rightcapital.com/login
- Mobile app (available on Apple App or Google Play Store)
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.
Check out this video to learn more about the "all in one place" benefit of RightCapital!