Useful Links
Register for RightCapital
This link allows you to register for RightCapital, a financial planning software we use that helps clients track their personal finances and actively budget. It also hosts a virtual vault to share information securely, among other features.
Securely Upload Documents
Secure File UploadSchedule an in-person, virtual or phone meeting
Schedule a MeetingVirtual Meeting (Zoom) Login
Login Virtual MeetingFillable Budget Planner
Follow link below to access our fillable household budget planner. Simply fill in the fields to get your calculated budget.
Printable Budget Planner
Follow the link to access our printable household budget planner.
Foundation for Financial Planning (Resources)
Here is the consolidated resources page of the FFP. There are tons of resources for Financial Edication, Pro Bono Services, and Resources for underserved populations. Great resource page!
Money Smart from the FDIC
This comprehensive financial education curriculum, from the Federal Deposit Insurance Corporation (FDIC) is designed to help you enhance your financial skills. The course is available in multiple languages.
GreenPath
GreenPath has launched a Learning Lab portal which offers “Choose your own Adventure” style coursework to help individuals improve their financial wellness. Greenpath also provides various resources and tools to help Americans better manage and improve their finances, including a financial health assessment, financial guides & worksheets, debt calculators, and more.
Practical Money Skills
Money guides, downloads, and information on topics such as buying a car, renting an apartment, and heading to college. Learn how to improve your credit score, and why you should care about credit in the first place with these free resources from Visa and other contributing entities.
Get Your Free Credit Report
Federal law requires each of the three nationwide consumer credit reporting companies – Equifax, Experian and TransUnion – to give you a free credit report every 12 months if you ask for it.
Consumer Financial Protection Bureau
The CFPB looks out for consumers first and foremost. Browse by money topic to find answers to commonly-asked financial questions. Learn the basics, understand key terms, and find ways to take action when you have an issue.
Financial Calculators
Stock Information
Market Information
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