Financial Plan Home

- Orientation & Set-up
Introduction to Orientation & Set-up
- Overview of The Financial Plan Process
- Contact & Support
- Personal Household Profile
- Orientation & Set-up
RightCapital Set-up
Agenda
- Create Login
- Mobile App
- Tasks
- Vault
Action Items
1. Create your RightCapital login (find your email invitation).
2. Download the RightCapital mobile app. (see download links above)
  Apple App Store Download
  Google Play Store Download
3. Learn from video how to use Tasks on desktop and mobile.
4. Learn from video how to use the Vault on desktop and mobile.