Process Deliverables

Once an initial plan is completed, clients receive an electronic pdf copy of the plan (as well as ongoing access to Right Capital software) along with notes detailing the strategy and recommendations agreed upon during the planning process with you. Adopting a project management approach to organizing a client and measuring progress, notes are structured and broken down into easily digestible information such as Facts, Agreements, Issues, Risks, Next Steps and Action Items, tying all effort together into a cohesive, tangible instrument to achieve results.

Financial Planning deliverables

As part of the discovery process, supporting data is gathered, evaluated and inputted into our financial planning software. Then analysis can begin with the Monte Carlo simulation and creating detailed cash flows to illustrate year-to-year, how your financial picture will look, taking into account investment returns relative to inflation, and variations in economic stability, to illustrate stress tests in good times and bad.

For more complex cases where there are two or more decision makers or contingencies on various business decisions related to an estate or liquidity events of different types, a project implementation plan can also be put into place and executed on. This will show progress and and how everyone involved (legal, tax accounting, etc) can be aligned.

Below are a few screenshots of the planning software and an example plan for those situations where clients need to address multiple areas of their financial picture at once.

Investment Portfolio Analysis and security selection

For those with existing portfolios or when constructing a new one there is a great deal of analysis and discussion that can take place, from simple and basic financial education to in-depth scenario analysis. We utilize dynamic tools to look at relative performance of funds (ETF, Mutual), individual holdings, sectors and other insightful data. Reports can be generated to provide ongoing levels of detail views, here is an example.

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