Do you have a will, a trust, a list of all your accounts, or who to contact if something happens to you? This checklist is a simple tool to organize the important documents of your life. We recommend adding this to your binder or folder that includes end-of-year statements for investments accounts, bank accounts, insurance policies, and other accounts.
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Right Capital is cutting edge software our office uses to simplify the complexity of financial planning for our clients. By providing easy access to your finances anytime, anywhere, staying on top of your financial life.
With Right Capital, our clients are able to access all their financial information via web portal or their phone. You can view your net worth, view and link accounts, track spending, and even see your portfolio any time you need it. It also lets us collaborate with our clients in real time and clearly see the effects of different strategies on your total net worth. That way, we're always on the same page and ready to adapt to the market as it changes.