Financial Planning Case Study - Financial Plan Example Using Right Capital Software

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#schoolofpersonalfinance #financialplan #financialeducation #richmccormack

Create Your Own Financial Plan ---

Follow along as I share my screen from RightCapital Financial Planning software. I use this software to run financial plans and also to communicate with clients and help coach them along their financial independence journey.

Financial Planning for Beginners - What is a financial plan? What is financial planning? Do I need a financial plan? What does a financial planner do? What does a Certified Financial Planner do? What is a CFP? How to manage your money? Financial Planning basics - Personal Finance 101 - in this video we discuss the basics of personal finance and how to create your own financial plan. What is financial planning? We also cover this topic and compare what a financial plan is compared to what financial planning is. Financial planning - A guide to personal finance and financial planning tips for beginners.

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To becoming great with money!
Thanks for watching - Rich McCormack, CFP®

School of Personal Finance is an Investment Advisor registered with the State(s) of New York. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy, or the completeness of, any description of securities, markets or developments mentioned. We may, from time to time, have a position in the securities mentioned and may execute transactions that may not be consistent with this communication's conclusions. Please contact us at 914-299-3843 if there is any change in your financial situation, needs, goals or objectives, or if you wish to initiate any restrictions on the management of the account or modify existing restrictions. Additionally, we recommend you compare any account reports from SPF with the account statements from your Custodian. Please notify us if you do not receive statements from your Custodian on at least a quarterly basis. Our current disclosure brochure, Form ADV Part 2, is available for your review upon request, and on our website, This disclosure brochure, or a summary of material changes made, is also provided to our clients on an annual basis.
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