What is RightStart?
The RIGHT START™ is not just a single-use product. It’s a long-term relationship that is dynamic and constantly adapting to your financial situation. As you and your family grow, you might look back on building this foundation with RIGHT START™ as the best investment you ever made.
THE RIGHT START – basic offerings:
Foundational financial planning – retirement, education, risk management and insurance
-
Investment profiles – provide diversified and custom portfolio such as simples and ETF- based models with annual rebalancing
-
Technology package – your plan is visible and trackable
RightStart is for you if...
-
You are considering making a major purchase like a home or considering starting a family
-
You need help budgeting and gaining control of your expenses
-
You are a healthcare professional and need help managing your retirement account
-
You prefer to work with an advisor who can work around your schedule
Financial Planning
We start with your goals in mind. We talk about your plans, dreams and aspirations. We then help form a custom solution and timeframe to help meet your financial goals.
Budgeting Technology Access
You get full access to our eMoney platform and the technology stack through eMoney. This platform helps you budget, reach milestones and submit important documents through our vault.
Custom Investment Strategy
You have access to our investment advisor that will assist in customizing investments that help you reach your goals. All for a flat fee!
Schedule your FREE consultation.
Sign up to learn more about RightStart!