How to Access RightCapital
Students in Personal Finance at the Bauer College of Business, University of Houston: To access the RightCapital platform, please follow these updated instructions:
1. Enroll in the Course at MoneyStudyGroup.com
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Note: This course is not free and is not included in the UH CTAP program.
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The premium RightCapital Financial Planning platform is included in your course fee.
2. Course Access and Platform Sponsorship
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The course is hosted on Thinkific (Money Study Group).
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Your access to RightCapital is sponsored by BayRock Financial and activated after you enroll.
3. Create Your BayRock Account
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After enrolling in Money Study Group, be invited to create your BayRock account on the RightCapital platform.
4. Initial Setup Steps
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Once your account is created, log in to RightCapital.
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Update your birthday in your profile.
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Complete the six initial data cards as required:
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Family – Enter names, birthdays, planning horizons, resident state, and add any additional family members.
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Income – Input all sources of income for the client and co-client.
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Savings – Record savings accounts, retirement accounts, and other savings vehicles.
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Net Worth – List assets and liabilities such as bank accounts, credit cards, investment accounts, loans, properties, and insurance policies.
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Expenses – Enter household expenses including living expenses, medical expenses, extra debt payments, and tax filing status.
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Goals – Define financial goals such as retirement age, retirement living expenses, healthcare costs, education, travel, and other personal goals.
Remember to click the COMPLETE button after entering these six data cards to finalize the initial data entry process and unlock full access to the financial plan.
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5. Get Started
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Completing these steps will unlock the full features of the RightCapital platform, allowing you to begin your financial planning assignments.
