(281) 505-8177

Frequently Asked Questions

You’re looking for more than just investment advice. You’re looking for comprehensive financial planning: debt management, tax planning, real estate analysis, career planning, retirement planning, and more.

General Questions

Are you a fiduciary?

Yes, we are held to a fiduciary standard. That means that we are legally responsible to put your interests first above all else. At French Financial, your vision and goals become ours as we help you achieve them.

What is a fee-only financial planner?

Fee-only financial planners are registered investment advisors with a fiduciary responsibility to act in their clients’ best interest – and the fee structure to support it.

Do you have a minimum investment requirement?
Yes, our minimum is $100,000 for Wealth Management Clients. If you do not have that minimum, we can create a financial plan for you for a flat fee. We can meet with you annually to revisit the plan for a smaller, ongoing fee. You would also have access to your own Personal Financial Portal through our firm which is included in the fee structure.
What is your investment philosophy?
Our mission is to help you reach your financial goals. Each client has their own risk profile and time line. We will customize your needs with an investment strategy that is appropriate for you. This strategy will change and morph over time as your needs and wants change.
How do I get started?

Begin by scheduling a no-cost consultation. We will meet either in-person, via a virtual meeting space or over the phone.

Can I work with you if I don't live in Texas?

Absolutely. Technology allows us to provide financial planning support and investment management services seamlessly throughout the United States.

Choosing a financial planner is an important decision.

Personalized attention from a heart-felt boutique firm.

Questions About Your Personal Financial Website

Getting Started
How do I set up the mobile website?

After you register for an account on the Right Capital website, you can find the Right Capital app in your app store. Just download the app and sign in.

How do I change my password or security questions?

Forgotten passwords can be changed by clicking Forgot Your Password? on your login screen. If you’d like to change your password or security questions, select Settings – Security.

What are tasks?

Tasks are an easy way for your advisor to let you know that something requires your attention in your Personal Financial Website. Tasks work like an online to-do list. Your advisor can assign you a task (such as uploading an important financial document to the Vault before a meeting) and you can instantly notify your advisor once you’ve completed the request.

 

How secure is my financial data?

Right Capital system employs advanced security features and protocols to keep your data safe, private, and secure at every hour of every day. Their comprehensive security measures include password protection, DDoS mitigation techniques, managed firewalls, intrusion detection, audits, inspections, and more.

What can be updated in my settings?

In the Settings tab located on the top right of your website, you can make changes to your Alerts, Security, and Privacy settings.

 

The Organizer
How do I add my bank accounts, credit cards, and other financial accounts to this system?

To add your financial accounts, or “Connections,” follow the steps below:

  • On your Client Site homepage, click “profile” and then select “net worth
  • If you have an online login, select “link account
  • Enter the name of your financial institution into the text box
  • Enter your log in credentials and follow the steps to connect
Spending & Budgeting
Can my website create a budget automatically based on my spending habits?

Yes, you have the option to create your own budget manually or to create an auto-budget using the last 6 months of spending data.

Can I change a transaction that is classified incorrectly?

Our system automatically assigns spending categories to your transactions. If the site has misinterpreted your purchase, you can change the category it’s assigned to by navigating to the Transactions tab under Spending.

Click on the transaction and use the drop down menu to adjust the category.

To change all instances of this transaction type moving forward, create a rule by clicking on the Details tab underneath the selected transaction. This allows you to rename and reclassify all matching transactions automatically.

Can my advisor see my account activity?

You have the option of providing your advisor with no spending data, category-only data, or the full view of all data. You can control the privacy of your website under Settings – Privacy – Spending Permissions.

Investments
What kind of investment information can I see on my website?

Your website provides a summary of your entire portfolio as well as a more detailed look into your individual accounts. Account Details include individual holdings, value, asset types, net change in value over time, and transaction history.

Can I change my asset allocation or contributions?

No, for your security, your Personal Financial Management site is non-transactional. Unlike online banking, trading or shopping websites, your money cannot be moved, withdrawn or accessed on our system.

The Vault
How do I add a document to the vault?

To add one or multiple documents to your Vault, simply drag and drop the files from your computer into the desired folder.

What should I upload to my vault?

Your Vault is a secure, easy way to store, organize, and access all your most important documents, like legal documents, medical records, insurance policies, tax information and more. In addition, your advisor can recommend specific documents to upload. To find suggested documents, simply go to the Organizer and click into the fact to view any suggested documents.

Address:

1095 Evergreen Circle
Suite 200
The Woodlands TX 77380

Phone Number:

281-505-8177

Choosing a financial planner is an important decision.

Get personalized attention from a boutique firm.