What to Expect in Your First 30 Days
We’ve designed a clear, high-touch onboarding process tailored to busy professionals with complex financial lives. Whether you’re managing equity comp, planning for family, or simply want more control over your money, our first 30 days are all about clarity, trust, and momentum.
What to Expect: Week-by-Week Timeline
📅Week 1: Get Started
Engagement letter sent
RightCapital portal access + welcome call
Planning document checklist provided
📅Week 2: Discovery
Deep-dive conversation into your goals, values, and priorities
Document review begins in background
📅Week 3: Draft Plan
Initial plan takes shape behind the scenes
No homework from you — we build based on your inputs
📅Week 4: Plan Walkthrough
Full plan delivered via Zoom
We review everything from investments to taxes, cash flow, and equity strategy
If investment management is chosen, onboarding begins via Altruist
RightCapital Client Portal Video
Take a quick look at the secure client dashboard you'll use to access your plan, track progress, and make updates on the go.
Personal Welcome from Mark
A short message about what this experience is really about — and why it was built with people like you in mind.
What You Can Expect From Us
White-glove onboarding
Advice tailored to your goals, not someone else’s agenda
Bank-level tech security
Direct access to your advisor (not a call center)
Ongoing Support After Day 30
Quarterly check-ins to keep you on track
Annual deep dive to reset goals and priorities
Real-time messaging for quick questions
Access to new guides, tools, and insights as they’re released