Step 2: Next, we’ll develop a comprehensive financial plan with Right Capital to clarify your current financial status, outline your goals, and determine the necessary cash flow to achieve them. Next, we'll utilize GMO’s NeboWealth to analyze your cash flow projections, which will inform the optimal portfolio allocation required to meet your financial objectives on time. Based on NeboWealth’s insights, we'll allocate your savings towards your primary goals using Dimensional Funds. Any additional funds beyond what's required for your core goals can be strategically invested across a range of opportunities.