Thanks For Deciding To Partner With Us!
The next step on your path to financial wellness involves organizing your entire financial life. This well enable us to take a holistic view of your situation and provide custom guidance. Please follow the steps below to help us gather the information we need to create your personal financial website. If you have any questions about this process, email us at email@example.com or call us at 904-419-3784.
Step 1: Electronically sync your accounts to your client portal
We have recently emailed you an invitation to create your HCP Wealth Account. Follow the instructions to create your login information for your client portal. Once you have created your login credentials, moving forward, you can login to your client portal HERE ( It is recommended that you bookmark this login page for future use. You can also download our mobile app by searching for "Rightcapital" in the Google Play or Apple Store.) Once you are logged in, read these instructions and tips to link your accounts. We ask that you sync ALL of your bank account accounts, investment accounts, and credit card accounts. You are able to sync other types of accounts such as insurance, but that is not necessary right now. There is also a quick video demo of this process below.
Step 2: Open the budgeting tool and make sure your transactions are categorized correctly
Now that you have synced up your bank and credit card accounts, we can take advantage of the budgeting tool in your client portal to get a better grasp of your monthly expenses and cash flow. We will ultimately spend more time reviewing the budgeting tool together in a meeting, but for right now we just need to get a general understanding of your expenses. When you first sync up your accounts, the tool will automatically categorize your last 3 months worth of expenses. It's important that you then go into the budgeting tool and make sure your transactions are categorized correctly ( as a best practice I recommend doing this every few months). The video below will show you how to do this. *Don't worry, for privacy purposes, by default, as your advisor I can not see your individual transactions.
*If you want to create a custom budget category that isn't already an option in the tool, follow the steps in the video below:
Step 3: Complete the HCP Wealth Financial Life Organizer
Next, we ask that you complete our "Financial Life Organizer" template. You can access that HERE and you will use the same login information you used to complete the initial Financial Life Priorities Questionnaire and our "Client Service Agreement". Technically, this organizer is mobile friendly, but using a computer to complete this template will be easier. Don't forget to use the "co-client" button in this template if you are planning with a significant other. Some of the requested information will not be applicable to you. In this case, fee free to live those fields blank. Lastly, you don't need to complete the entire organizer in one sitting. It will automatically save your progress as you work through it.
Step 4: Complete our risk tolerance questionnaire
Ok. You have almost completed the onboarding process. Thank you for all the time and effort you have put into this process already. It will all pay off when you gain the satisfaction and peace of mind that comes from having all of this organized in your client portal which you can then track 24/7. The last step here should only take about 10 minutes. We now ask that you complete our risk tolerance questionnaire so we can gain a better understanding of your comfort level when it comes to taking risk with your investments. Once you have completed this last step I will organize all of the info you provided during this process in your personalized client portal. Once this is complete, I will reach out to schedule a video meeting to review it. Please access the risk tolerance questionnaire here. If you have a significant other, make sure they complete their own questionnaire.