Ongoing Financial Planning

Only available after One-Time Comprehensive Financial Plan service is completed

For Physicians who have completed the One-Time Comprehensive Financial Plan service and would like an ongoing accountability partner with a Certified Financial Planner

Ongoing Annual Service Options

  • Self-directed implementation and accountability of your plan with ongoing education from Your Certified Financial Planner.

    ✔ 1 90-minute meeting per year

    ✔ 1 15-minute meeting per year

    ✔ 3x/year - emails and video responses to keep your plan up to date

    ✔ Access and use of Right Capital Financial Planning Tool

    ✔ General Education Videos

    ✔ Annual risk tolerance assessment and asset allocation review

    ✔ Ongoing Financial Planning

    ✔ Annual rebalancing recommendations

    ✔ DIY Investors

  • Guidance with the implementation of your plan, accountability, and ongoing education from your Certified Financial Planner.

    ✔ 2 90-minute meetings per year

    ✔ Unlimited 15-minute meetings per year

    ✔ Unlimited emails and video responses to keep your plan up to date

    ✔ Access and use of Right Capital Financial Planning Tool

    ✔ General Education Videos

    ✔ Annual risk tolerance assessment and asset allocation review

    ✔ Ongoing Financial Planning

    ✔ Annual rebalancing recommendations

    ✔ Investment Management (if desired)

Access your finances anytime, anywhere with the RightCapital portal and mobile app