A proven, measured way to approach wealth management.
A strong financial plan should paint a comprehensive picture of your finances, lifestyle, and goals. Whether it's charitable giving or legacy planning, we'll help you navigate priorities.
We follow an integrated approach using our Systematic Financial Solution®. This method of goal setting, financial analysis, and implementation is straightforward and concise. Like your finances should be.
Developing Your Comprehensive Financial Plan
Our approach is uncomplicated and analyzes multiple aspects of your wealth situation. From retirement planning to an insurance review, we take all areas of your life into consideration.
Review & Analyze
We’ll work together to identify your goals, values, objectives, priorities, as well as any threats and dangers to your financial success.
Discuss & Decide
Financial coaching will help us align your goals, finances, and life balance. This includes setting savings objectives, calculating sustainable cash flow levels, and comparing your cash flow to your spending levels.
Implement & Monitor
Once we’ve discussed the options and strategies best suited to your goals, it’s time to develop and implement your plan. We’ll monitor your results over time, meeting regularly to discuss results and reassess priorities.
Working With Resource Consulting Group
We take a disciplined wealth management approach to help you meet long-term goals. We promise to be the champion of your financial health and provide the resources you need to lead your ideal life.
A fee-only compensation structure that eliminates conflicts of interest
An academic-based, time-tested investment strategy
A promise that we will always place you at the center of everything we do