A Focus on Financial Planning

First meeting

This is a one hour meeting, held via Zoom or in our office. During this meeting, we will begin by learning more about you and how we can help you. We will discuss your current investments and begin gathering the information required to begin your financial plan. After this meeting, you will decide if you want to work with us.

Second meeting

By this meeting, you will have returned your RPI Retirement Workbook and all supporting documents needed to complete your financial plan and your investment analaysis. After creating multiple scenarios and weighing each possible outcome together, we will review your financial plan, financial accounts and your path forward to pursue these goals. We will then make sure your investments align with your goals and help you to make the necessary changes.

Third meeting

It's now time to execute the financial plan! It will include a breakdown of all assumptions, cash flows, and an in-depth analysis for those who appreciate the details.  By the end of this meeting, you will be able to walk away armed with the knowledge to make strong financial decisions and know that your investments align with your goals.

Ongoing contact

Life is what happens to you while you're busy making other plans.

A financial plan is a living document. As life happens, your plan will need to be updated. Therefore, it is important to meet regularly so that we can make sure that your financial plan continues to be accurate. The stock marker can be volatile, which is why reviewing your investments on an on going basis is vital. We have an open-door policy, so you can feel comfortable reaching out to us at any time, whether you want to discuss your financial plan, your investment portfolio, or even what-if scenarios for the future. After all, our ultimate goal is for you to succeed.