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Thank you for filling out your information. We will update our systems to ensure your information is accurate.

As we discussed in our meeting we use RightCapital as our hub to organize all of your financial information and encourage you to use it as well.

There you can see all of your linked accounts (Bank Accounts, 401(k), 529 Accounts, Mortgage), goals and metrics in one place.

Linked below is your access to RightCapital. As well as a brief video showing how to link accounts and upload important documents. It will walk you through entering the necessary data.

Most importantly, its secure.

We look forward to helping you get organized and starting these meaningful conversations.

As always, if you have questions please do not hesitate to reach out.

Take the Long View!

PK