Are goals listed in future dollars?

Advisors have the option to inflate goals beginning today or on the start date of the goal. To make the adjustment, visit the Advisor Portal > Assumptions > Inflation tab and use the checkbox at the bottom of the screen to indicate whether goals begin inflating today or at the start date entered. When goals is checked at the bottom of the screen, values can be entered in today's dollars and will inflate into the future.

Contact Us

For additional assistance within RightCapital please contact our Support team.

Educational Webinars

RightCapital is committed to enabling your success. Each week, we cover essential planning modules and product updates.

RightCapital in Action

Check out our YouTube channel where we highlight Advisor Success Stories and share more Tips & Tricks!