Client Login Portals

Welcome to your access point for financial planning and investment management. Use the links below to log in to your personalized portals.

RightCapital – Your financial planning dashboard. View your plan, update your data, and track progress toward your goals.

RightCapital

Altruist – Your investment management portal. Monitor your accounts, view performance, and access statements.

Altruist

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Advisory services are offered through Valiant Financial Planning, an investment advisor registered with the state of Washington.  Advisory services are only offered to clients or prospective clients where Valiant Financial Planning and its representatives are properly registered or exempt from registration.

The information on this site is not intended as tax, accounting or legal advice, nor is it an offer or solicitation to buy or sell, or as an endorsement of any company, security, fund, or other offering.  Information provided should not be solely relied upon for decision-making.  Please consult your legal, tax, or accounting professional regarding your specific situation.  Investments involve risk and have the potential for complete loss.  It should not be assumed that any recommendations made will necessarily be profitable.

The information on this site is provided “AS IS” and without warranties either express or implied and the information may not be free from error.  Your use of the information provided is at your sole risk.