Watch: How We Plan with RightCapital
What You Can Do in RightCapital
See Everything in One Place
- Securely link bank, investment, loan, and credit accounts to keep your plan current.
- Real-time net worth and cash-flow views.
- Document vault for statements and planning docs.
Model “What-If” Scenarios
- Retirement timing, savings changes, Roth conversions, and Social Security strategies.
- College planning, major purchases, and insurance what-ifs.
- Clear action items we’ll track together.
How We’ll Get You Set Up
Invite & Onboarding
We create your RightCapital portal and send a secure invite. You’ll set a password and review our quick start checklist.
Connect & Organize
Link accounts (or upload statements), set goals, and drop key docs into your vault.
Plan & Collaborate
We’re here if you want us to screen-share and guide you. We’ll review scenarios together, document next steps, and keep everything updated between meetings.
Security & Privacy at a Glance
Bank-level encryption and read-only data connections for linked accounts.
Multi-factor authentication supported.
We never sell your data. Access is limited per our advisory agreement and privacy policy.
Ready to See Your Plan in Action?
Book a short demo and we’ll walk you through RightCapital using your real numbers (or sample data if you prefer).
