Planning Process

You deserve a process that puts you in control of your financial future.

Getting started with our 3-step process

1. 1.
   Mutual Discovery Meeting

   • •30-minute call to understand your situation and goals
   • •Follow-up email to upload past 2 tax returns, business financials, and investment statements (or link directly) to your RightCapital Vault
2. 2.
   Financial Review

   • •60-minute deep dive into your full financial picture
   • •Assessment includes: Net worth statement, High level plan input, Tax report/analysis, Portfolio X-ray/analysis/proposal
   • •Written observations and proposal
3. 3.
   Kickoff & Planning

   • •Sign wealth management agreement
   • •Set up accounts at Schwab or Altruist
   • •Develop and present strategy across tax, investments, and legacy
   • •Execute action items and transition to ongoing quarterly reviews
   • •Annual plan update and reprioritization

Get started with a discovery meeting