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Happy Doctor

Fee-Only Fiduciary Financial Planning

Located in northeast Iowa and serving clients regionally and across the globe. 

Welcome to R&V Personal Finance, LLC

R&V Personal Finance, LLC brings order to the financial lives of busy medical professionals and their families. If your laundry list of tasks as a professional, spouse, friend, parent and family member leaves the best of intentions for yet another day, RVPF can help.

  • Perhaps you feel like you were supposed to learn about finances somewhere along the way? 

  • Embarrassed by your financial situation?

  • You've done some reading and suspect you should be doing more with your money, but don't have the energy or interest in doing it all yourself.

  • You're past experiences with "financial advisors" leaves you feeling dissatisfied and possibly even distrusting or jilted?

Whether you’re a new graduate or a little more experienced, I’ve had hundreds of conversations with clients who have shared their frustrations with traditional investment brokers, insurance agents masquerading as fiduciaries, know-it-all colleagues or biased online bloggers. It’s my goal to ease your emotional and mental burden so you can focus your energy elsewhere. Because your life is busy, services are offered either in-person or virtually via video conference with no commute, no dressing up, and no fuss. I won't invite you to salesy-dinner seminar or schmooze you on the golf course. We'll simply get to know one another and then if we're a good mutual fit, start getting the list of to-dos checked off.

 

Your promise as a professional is to maintain the highest levels of trustworthiness, competence, collaborative spirit, and respect for evidence. It’s my promise to do the same. As a fee-only fiduciary, I accept no commissions and have no backdoor relationships that taint information or advice. Fundamental honesty is the foundation of everything I do.

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