Concurrent Financial Planning

Welcome to the Life Money Balance®
Client Lounge!

Here you will enter the doors you need to make the most out of your engagement with us and help you achieve your financial goals.

RightCapital Client Lounge Financial Planning for Generation X

Make financial planning a breeze. RightCapital’s platform transforms complexity into clarity with ease, precision, and dynamism.

Altruist Client Lounge Financial Advisor Concurrent Financial Planning

Altruist is a digital investment platform that allows clients to easily access and manage their investments through a secure login portal.