Questions?
What would you like to know? How can I help?
Do I need a financial planner?
Home purchase. Family planning. Preparing for tuition. Career change. Inheritance. Retirement. Life journeys are exciting and are more enjoyable with some advanced money management. Financial planning can assist and afford security about your future.
Some of the specific benefits of financial planning with us include:
- Emergency preparedness
- Minimizing taxes
- Streamlining finances
- Managing risk
- Improving cash flow
- Ensure compliance
I will assess and develop a financial plan which adapts to the changing news of each client. If a situation should warrant additional expertise, I have developed a network of professionals that can help, such as attorneys, CPAs, and banking professionals.
Who is your average client?
Clients range from young individuals planning to finance their educations to retired individuals managing their savings. Clients can benefit from RFS services whether there is a basic need financial guidance or those with complex financial situations.
What can I expect if I make an appointment?
Talking about a financial situation can be uncomfortable for many. Clients question their past financial decisions, may not be well informed about investing, and insecure about their financial security.
Initially you can expect a face-to-face conversation in which we will discuss your current financial situation, your sources of income, goals, and we develop an initial financial plan to help you achieve that goal. I review and adapt financial plans as clients’ lives change. You will have a resource available whenever you need a financial consultation.
Are there other ways to meet ?
Of course. I have appointments either with phone or zoom for everyone’s convenience and safety.