Financial services to discover and build your “why”
Custom financial advisory services to develop the skills, knowledge, and confidence needed to achieve your goals and find financial freedom.
Wealth Management
We understand that wealth management is personal.
Our approach focuses on helping you figure out the best way to invest your money to meet your long-term financial goals, so you can grow real wealth for the life you want. We offer our clients direct investment management via Charles Schwab, or if you prefer to self-manage, we can provide investment guidance tailored to your unique needs and goals. Let us be your partner in building a secure and prosperous financial future.
Financial Planning
We think that financial planning works best as a partnership.
Our service provides a bird’s eye view of your financial situation, helping you see the forest for the financial trees. We navigate complex financial decisions with you to ensure your plan is personalized and optimized for success. Our comprehensive approach includes investment planning, tax planning, retirement planning, insurance planning, and legacy planning tailored to your unique needs and goals. With our guidance, you can achieve greater financial security, protect your assets, and leave a lasting legacy for your loved ones. Let us help you confidently plan for the future and focus on living your best life.
Financial Wellness
We believe that financial wellness should be accessible to everyone.
Our deep industry experience gives us the edge to provide personalized Financial Wellness services to help you achieve greater financial security through customized planning and advice. We focus on developing your skills in key areas such as cash flow, budgeting, debt management, net worth, emergency savings, and life planning so that you can build a solid financial legacy for future generations. Let us be your partner in achieving financial wellness so you can focus on living your best life and leaving a meaningful legacy for the future.
How to Work With Us
WEALTH MANAGEMENT
This ongoing contract is priced at 80bp assets under management with a $5,000 minimum fee. We provide ongoing financial planning and manage your investment portfolio.
WHAT WE PROVIDE
Account Data Aggregation
In-depth Financial Plan
Personalized Action Plan
Investment Review & Analysis
Quarterly Meetings
Full Access To Our Team
24/7 access to www.RightCapital.com
Action Plan Implementation
Ongoing Financial Planning
Investment Monitoring + Implementation
FINANCIAL PLANNING
This annual contract is priced between $3,500 – $20,000 a year, depending on the level of complexity. This is a comprehensive financial planning arrangement where we meet at least quarterly but do not manage your portfolio directly.
WHAT WE PROVIDE
Account Data Aggregation
In-depth Financial Plan
Personalized Action Plan
Investment Review & Analysis
Quarterly Meetings
Full Access To Our Team
24/7 access to www.RightCapital.com
FINANCIAL WELLNESS
A one-time fee is charged at an hourly rate of $350 and is based on the scope of the project, the amount of time it is expected to take, and the level of complexity.
WHAT WE PROVIDE
Account Data Aggregation
Budgeting + Cash Flow Management
Debt Reduction + Management
Saving + Investing
Tax Planning
Personalized Action Plan
