I offer free financial planning software to clients and the general public through Right Capital. This award winning cloud based software is easy to use and can help you find your way financially.
If you are a client, please click the link below and start to update your data so that we can better collaborate and I can better work for you. It is also helps me satisfy the “know your client” rules I am obligated to.
If you just want to get ahead on your financial planning or are an investment letter subscriber considering using my portfolio consulting service, please feel free to use the software as you see fit.
All information is confidential and held securely at Right Capital.
Follow this link to try Right Capital. After you start, I will receive an alert to give you access to the full suite of financial planning tools. I usually get that done once or twice per week.