RightCapital is our communications hub. The software is a modern financial planning tool designed to enhance the client-advisor relationship. Utilizing the same technology as Mint.com, we do financial planning projections, share documents, and track each other’s tasks via the web portal. You can see your current net worth, cash flow analysis, and all the work we’ve done together in one secure place.
I manage your investments at TD Ameritrade (TDA), a top 3 custodian servicing over 4000 Registered Investment Advisors. Having your investments at TDA means your portfolio benefits from cutting-edge technology, outstanding client service, and seamless account integration.
AdvicePay is an easy-to-use, secure, payment service. Before we start working together, you will set-up recurring payments in AdvicePay.CHECK YOUR PAYMENTS