Your Prosperity Plan
At RightPath, our ProsperityPlan process helps individuals define and achieve their vision of wealth with the guidance of a dedicated advisor through personalized investment management. This integrative approach not only focuses on managing finances, but also includes planning for potential life changes and identifying the steps necessary to turn vision into reality.
At RightPath Investments, we partner with Money Guide™ and others to provide you with financial planning tools to help you get a practical handle on your financial situation, style, and goals. Access any of the available tools to start getting answers about your financial style and how to plan accordingly.
Why Do I Need Tools?
Think about the work you do: whether you are a desk jockey relying upon sophisticated computer software or working with your hands on more tangible projects, you use tools every day to get your job done. And, you are a professional who knows the difference that quality tools can make in helping to meet your goals.
Just as with every other complex task in our lives, wealth management, financial planning, and investing require the right tools to be done well. That’s why we provide them to you, along with the expertise to properly employ them.
Some tools are best used with the guiding hand of an experienced advisor. Others are easily experienced on your own. Below is an assortment of tools that allow you to get started, by asking yourself some simple, yet important questions.