Spending Aggregator

Financial planning is kind of like a good relationship with a dentist.  You schedule your regular financial planning meetings every 6 months to work with Joe.  But you also brush your teeth every day.  Do you monitor your income and expenses regularly?

Free Trial

Joe offers a complimentary trial period with RightCapital to test-drive the account aggregation software similar to mint.com.  Link all your bank and investment accounts in one place and review the individual transactions which update automatically in read-only format.

Instant Access. No credit card required.


“Your high income alone will not automatically lead to financial success. You must convert your high income into a high net worth in order to become financially independent.”
William Bernstein, M.D.