Financial Planning Software

Financial planning is kind of like a good relationship with a dentist.  You schedule a preventative cleaning every 6 months and brush your teeth every day.  In financial planning, going to work is like brushing your teeth, monitoring your spending with RightCapital is like flossing and meeting with Joe every 6 months keeps an eye out for major changes. Click "RightCapital" button below to access site.

 

RightCapital

Your financial planning and document sharing software is RightCapital

 
 
 

“Consider having these on your list: developing a comprehensive saving/spending plan, developing an investment plan, maintaining the investment plan through investing new funds, tax loss harvesting, rebalancing, calculation of returns and comparisons to benchmarks etc., life insurance, disability insurance, property insurance, liability insurance, tax planning, tax preparation, estate planning including preparation of wills and trusts.”
Jim Dahle, M.D.