Congratulations And Thank You!

You have made a great decision to invest in your financial success, and get a Blueprint to map out your financial future.  I am also thankful and honored that you chose me to help you in this important work – thank you!

This page will help you understand what to expect as we go through this process.  If you ever have any questions, please don’t hesitate to email me:  

What To Expect In Our Blueprint Process

Step 1

  • Sign Financial Plan Agreement (From DocuSign)
  • Pay First Half Of Invoice (From AdvicePay)

Step 2

  • Scott Will Send Invitation To Input Info Into Right Capital 
  • Connect Financial Accounts, And Upload Important Documents To The Right Capital Vault

Step 3

Step 4

  • Scott Creates Your Blueprint (This Takes 2-3 Weeks)
  • Scott Reaches Out To Schedule Next Meeting

Step 5

  • In A 60-90 Minute Meeting, Scott Delivers Financial Blueprint, Mapping Out Step By Step Action Items To Take To Achieve Goals

Step 6

  • 30 Days Of Follow Up To Discuss Any Question On The Blueprint And How To Implement It
  • Pay Second Half Of Invoice (From AdvicePay)
  • Sign Up For Navigation (Ongoing Financial Planning Support)
How To Use Right Capital