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Services

We help you build your plan encompassing these 9 core planning areas:

Debt Management 

Identify the order and amount to pay towards debts based on the overall plan and cash flow analysis. 

Retirement 

Help create a cleat path towards your goals using cutting edge technology to map out and stress test your plan.

Education

Identify, select, and implement funding options for the education of your children. 

Major Purchases

Understand the impact of major purchases on the overall plan. Develop a plan to fund and protect major purchases. 

Investment Management

Provide goals-based investment advice and management in accordance with your financial plan.

Taxes

Develop short and long-term strategic plans to maximize wealth over the course of your life.

Estate

Identify estate planning needs and work with your estate attorney to develop and implement solutions. 

Transitions

Leaving the military and changing jobs means new benefits, opportunities, and challenges. We optimize new benefits and prevent mistakes in the transition process.

Insurance

From your home to your life, we will identify the right amount and type of insurance for your situation.

Focused Meetings and Follow-Up

1st MEETING
Get Acquainted

Get to know one another

Identify your goals, values, needs, and concerns

2nd MEETING
Get Organized

Develop your current financial standing

Create your RightCapital account

Link online accounts Consolidate your financial information

3rd MEETING
Get A Plan

Establish and prioritize financial goal

Understand how your actions support those goals

Develop a clear path of action

ADDITIONAL MEETINGS
Get Going

Implement your plan

Biannual review meetings to track progress

Adjust plan as life changes

Special meetings before  deployment, PCS, or transition out of the military. 

 Unlimited phone and email support between meetings