There are a few key steps in setting up your plan in BayRock and in this post, I’ll outline the steps and some information to help you get the most out of your experience. This article is intended for Students of Personal Finance at the Bauer College of Business at University of Houston. However, the steps outlined below will help you get started whether you’re a UH Student or a BayRock client, or if you’re just wanting to follow along and build your first financial plan, welcome!
Getting Started
Subscribe to our
in
Update Your Plan using this link –
Jump in and start tracking your financial progress right away. Once you get started , I’ll be able to see monitor your activity from my advisor dashboard.
You will be prompted to enter a password and create an account.
Please bookmark the page and be sure to save your password.
For your convenience, we’ve included easy links at the top of our pages and posts on our websites at and also at .
Download the RightCapital Mobile App
The RightCapital mobile app is available for iPhone and Android devices. Visit the App Store or Google Play store to download the App.
RightCapital mobile app download links:
Search for RightCapital
Click the blue Get button
Once the download is complete, click the blue Open button
Insert your when prompted
BayRock and RightCapital Mobile App
Search for RightCapital
Click the green Install button
Once the download is complete, click the green Open button
Login using the same email and password you used to create your account in previous step.
What’s In Your Financial Plan
Important Message!
Below, we’ve listed all of the data cards that are available in your planning portal. Over the course of the semester, you will be adding your own data to these “data cards” as you create your own financial plan.
The Dashboard
Snapshot
Balance Sheet
Liquidity
Budget
Debt
Student Loan
Tasks
Investment
Asset Allocation
Allocation Path
Sector and Style
Concentration
Tax Allocation
Holdings
Retirement
Analysis
Stress Test
Social Security
Medicare
Cash Flows
Insurance
Life Insurance
Disability
Long-Term Care
Property and Casualty
Education
Tax
Tax Estimate
Distributions
Estate
Checklist
Beneficiary
Analysis
Profile
Net Worth
Goals
Income
Savings
Expenses
Family
More
Vault
Calculator
A Few Things We Can Do in Your Financial Plan
Social Security Optimization
Budget Planning
Student Loan & Debt Management
Tax Planning & Roth Conversion Optimization
Annuity Analysis
Insurance Needs Analysis
Goal Based Planning
Advanced Cash Flow Planning
Retirement Planning Analysis
Retirement Income Analysis
Interactive Scenario Planning
Estate Planning Strategies
High Net Worth Estate Planning
Monte Carlo Simulations
Medicare Planning & Premium Calculation
Dynamic Retirement Spending Strategies
Business Exit Strategies
Holdings Details
Client Portal and Document Vault
Account Aggregation
Spending & Budgeting Tools
Mobile App
And Much More!
