RightCapital

I tested various financial planning software as the inception of my new RIA. This software is intuitive and creates very strong outputs for advice delivery. The customer service is VERY good. The billing team has been very responsive to me, and the terms and costs are clear. The monthly subscription is very reasonable compared to E-Money, Naviplan, etc. I wish every company had this level of customer service and client support.
Apr 4th, 2024

Beware of their billing practices. I was on auto renew and did not cancel my subscription so they charged my card. I politely asked for my money back which the politely declined and sent me a copy of the terms and conditions. No refunds for auto renew if you decide to cancel the service later. If i had known it was going to renew i would have cancelled. eMoney, far superior.
Feb 14th, 2024

John Krehbiel was recommended to me at a time when I needed sound financial advice. I had accepted a new job and had made a significant shift forward in my career, knowing that I could use some guidance. Not only did I get a clearer view of my goals, I became proactive with John's suggestions on how to position myself for current and future success. His professionalism and solid rapport encouraged me while I paid off debt, and continued building towards financial growth. Coming from an active career as a classical singer and admin assistant, I am finally in a position that gives me financial confidence- thanks to John as my advisor.
Jun 13th, 2022