RightCapital serves as the primary planning and collaboration tool at Gilbert Wealth. Chosen for it’s power, flexibility, and visualizations, RightCapital has many tools, reports, and planning comparisons that we will frequent throughout your planning journey. 

This page contains videos specifically tailored to help you get started with RightCapital, navigate, and utilize the collaborative capabilities of RightCapital. 

For those who are interested in digging in deeper to the tool, I’ve included videos on helpful foundational concepts and basics on editing data or creating new items within RightCapital. If you are digging in and cannot figure something out, feel free to reach out to me.