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We manage your investments at Charles Schwab & Co., Inc., a top custodian servicing thousands of Registered Investment Advisors. 

RightCapital is our financial planning tool. We do financial planning projections, you upload your documents in the secure portal, and we track your tasks. You can see your up-to-the-minute net worth, cash flow analysis, and the task tracking helps keep you (heck, us) accountable. Plus, it’s just pretty.

Not to put too fine a point on it, but this is where you pay us. Before we start working together, you set up recurring monthly payments in AdvicePay, and that’s it! No worrying about making payments on time.

(Some clients pay via debits from their managed accounts at TD Ameritrade instead.)