How will I use RightCapital?

  1. Bookmark the page app.rightcapital.com
  2. For Steps 1 - 6, please go through as much as you can easily fill out. Don't spend too much time on it. We'll go through it together later in the initial plan process. 
  3. Use the "+ Link Account" in Step 4 to add checking/savings accounts, investment accounts, and any debt accounts.
  4. If your link has expired, please reach out to support@slpwealth.com

Also check out these resources: