Explore the Financial Planning Tools That Power Your Plan
At Abundance Financial Planning, clarity comes from using the right financial planning tools — tools that show your entire financial picture in real time, not just in a static report. Our technology brings your plan to life, helping you visualize, model, and understand each decision with confidence.
Through our ALIGN process, these tools turn your numbers into a clear story — one that shows where you are today, where you’re headed, and exactly how we’ll help you get there.
Learn more about our process on the ALIGN Framework page.
How Our Financial Planning Tools Bring Clarity
RightCapital turns complex financial data into clean, interactive visuals — no spreadsheets, no confusion, just clarity. These tools help you understand your entire financial picture so you can make confident, informed decisions.
- Visual dashboards that make your financial plan easy to follow
- Real-time “what-if” scenario modeling using advanced planning tools
- Secure client portal you can log into anytime
- Updates as your life and priorities evolve, keeping your financial planning tools accurate and up to date
RightCapital is a leading financial planning software provider used by top advisors worldwide.
ALIGN: How We Use the Tool Together
A – Assess
We connect your accounts and organize your entire financial life into one secure dashboard using advanced financial planning tools.
L – Learn
We walk through your Snapshot dashboard together so you can see your probability of success, net worth, allocation, spending, and trends — all in plain English.
I – Illustrate
Using RightCapital’s Blueprint, we map out your goals and run “what-if” scenarios to compare different paths forward.
G – Guide
We narrow in on the strategies that fit you best, then turn them into a clear, customized action plan.
N – Navigate
As life changes, we update your assumptions and plan so you always know where you stand and what comes next.
A Plan That Brings Your Goals to Life
Your goals shouldn’t live in a spreadsheet.
They should live in a plan you can see, understand, and act on with confidence.
Your Financial Life, Visualized Clearly
Your personalized dashboard pulls together every part of your plan — protection, cash flow, investments, retirement, taxes, and estate — into one real-time view powered by advanced financial planning tools.
Instead of reading static reports, you’ll see how decisions impact your future instantly.
Clarity replaces confusion. Confidence replaces guesswork.
As we build your plan together, each module below feeds directly into this dashboard —
Protection, Financial Overview, Education, Investments & Risk, Retirement, Tax, and Estate.
Below are samples of the plans we provide to our clients.
Protection Planning
Ensure your family and financial life are protected with the right mix of insurance coverage — home, auto, disability, life, and long-term care.
Our financial planning tools analyze each area so you can make confident decisions aligned with your goals and risk tolerance.
Foundational Financial Overview
See your entire financial picture at a glance — net worth, spending, liquidity, and cash flow — the building blocks of every great plan.
These insights help us guide your next steps with clarity and precision.
Education Planning
Project future education costs, analyze 529 strategies, and build long-term funding plans that support your family’s goals.
Our financial planning tools help you understand trade-offs, timing, savings requirements, and investment strategy.
Investment Planning & Risk Alignment
Understand your current allocation, compare target strategies, evaluate risk exposure, and align your portfolio with your long-term goals.
Together, we ensure your investments support your plan — not the other way around.
Retirement Planning with Confidence
Compare scenarios, optimize Social Security, run stress tests, and visualize retirement income year-by-year.
With clear projections and interactive modeling, you’ll see exactly how today’s decisions shape tomorrow’s freedom.
Tax Strategy & Planning
Model Roth conversions, analyze long-term tax impact, manage brackets, and uncover opportunities to reduce lifetime taxes — before making a single move.
Our tools help you turn tax strategy into a long-term advantage.
Estate Planning & Legacy Strategy
Visualize estate flow, track essential documents, compare charitable and legacy pathways, and understand how taxes and fees impact what reaches your heirs.
Clarity here empowers you to protect what matters most.
Ready to See Your Plan Come to Life?
Your life, goals, and values deserve a plan built with clarity — and the tools to bring it to life.
Let’s build a financial picture you can finally understand, trust, and act on with confidence.