Our Services

At RLP Financial management, the focus is on Goal-Based Financial Planning. We will work together to establish and prioritize your goals. Then we will put into place a plan to help you acheive them. We have the tools to develop the plan and keep you on track but you have to implement the recommendations.

We work with people from all walks of life, providing Fee-Only financial planning and advice for every day life. Clients have the flexibility to engage us on a one-time, as-needed or ongoing basis. Services range from independent second opinions on a single issue to comprehensive financial planning and investment advice. We charge by the hour and you pay only for the time you use. This approach provides clients the flexibility to do as much implementation on their own as they choose. If a client needs or prefers ongoing, or more hands on assistance, those services are available as well.

 

We provide Fee-Only As-Needed Advice and Services in the following areas:

  • Personal Financial Planning
  • Retirement Planning
  • Investments
  • College Funding
  • Tax Planning and Preparation
  • Insurance Needs Analysis
  • Long-term care planning
  • Cash Flow Spending Plan

How do we get started? Use the "Contact Us" tab to call or e-mail me to schedule a free, no obligation, 30 minute consulting session where we will discuss your needs and how we might be able to help you.

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