Get on Track for Retirement with RightExpress—It's Free & Straightforward
Are you a busy physician, advanced practice provider, or nurse who wonders if you're on track for retirement, but isn’t sure about working with a financial advisor just yet?
Our firm uses RightCapital, a powerful financial planning software, to build comprehensive plans for our clients. I’m excited to offer you free access to their new, no-cost version called RightExpress. It's designed to help you quickly address key financial questions, see where you stand, and decide if you want to dig deeper.
This streamlined tool is the perfect way to get a clear picture of your financial life without any pressure.
What You'll Discover with RightExpress
RightExpress provides a clear snapshot of your financial situation through simple, focused modules. Here’s a look at what you can explore:
Social Security Optimization: When should you start your benefits to get the most money? This tool analyzes over 700 different claiming strategies to find the one that could maximize your lifetime income. You can compare different options side-by-side to see a breakdown of annual income and find out exactly when one choice becomes more profitable than another.
Retirement: Will you have enough money to retire comfortably? This module goes beyond a simple calculator. It runs thousands of different scenarios to project how likely your plan is to succeed. You can create a "Proposed Plan" to instantly see how changes—like saving a little more or retiring a few years later—could impact your future.
Debt: Ready to pay off your loans faster? This module helps you create a clear path to becoming debt-free. You can enter your credit cards and loans to create a new payment strategy. The tool shows you a clear timeline of how long it will take to pay off each loan under different scenarios.
Risk: Are your investments right for you? After answering a few questions, you’ll get a personal risk score. The tool then compares that score to how your money is currently invested and shows you if your portfolio is a good match for your comfort level.
Ready to Try It Out?
You dedicate your life to caring for others; now it's time to take control of your own financial health and care for yourself. RightExpress offers a simple, no-pressure, and high-value way to begin.
After you've explored your financial snapshot, if you have more questions or want to build a more detailed, personalized plan, I am here to help. Feel free to reach out to discuss how we can work together on a plan tailored to your unique goals. This could include topics like:
Roth Conversion Strategies
Charitable Giving
Insurance Planning
Asset Location
Mega backdoor Roth Contributions
Direct Indexing
And many more!
Setting and achieving financial goals
What investing accounts to use
Tax Planning
Asset Allocation
Backdoor Roth IRA Contributions
Tax Loss Harvesting
Estate Planning
Fiduciary Financial Advisors, LLC is a registered investment adviser and does not give legal or tax advice. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. The information contained herein has been obtained from a third-party source which is believed to be reliable but is subject to correction for error. Investments involve risk and are not guaranteed. Past performance is not a guarantee or representation of future results.
