RightCapital BayRock Plan Setup

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How to Setup Your BayRock Plan

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!

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Getting Started

 

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.

Create-RightCapital-Form

  • 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 BayRock Financial and also at Missional Money.

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:

Right Capital-Apple App

RightCapital-Google App

 

Search for RightCapital

  1. Click the blue Get button

  2. Once the download is complete, click the blue Open button

  3. Insert your login information when prompted

 

BayRock and RightCapital Mobile App

  1. Search for RightCapital

  2. Click the green Install button

  3. Once the download is complete, click the green Open button

  4. Login using the same email and password you used to create your account in previous step.

     

    Login-RightCapital

     

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!

     

     

     

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IMPORTANT DISCLOSURE:

Investment Advice and Financial Planning are offered through BayRock Financial, L.L.C., a Registered Investment Advisor. BayRock does not provide tax or legal advice. The information presented here is not specific to any individual’s personal financial circumstances. To the extent that this material concerns tax matters or legal issues, it is not intended to be used, and cannot be used, by any investor or taxpayer for the purpose of avoiding penalties that may be imposed by law. Each investor should seek independent advice from a tax professional based on his or her individual circumstances. These materials are provided for general information and educational purposes only. This content is based on publicly available information from sources believed to be reliable. BayRock Financial, L.L.C. cannot assure the accuracy or completeness of these materials and this information can change at any time and without notice. Use this material only as general guide to further discussion with your Certified Financial Planner™ professional and/or other Financial Advisor(s).