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?
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.