Happy Family

FOR 
PHYSICIANS
MANAGING A BUSY LIFE

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2023 Cash Flow Strategic Planning Sessions

Keeping a budget is one of the smartest ways to stay on track financially. Yet only 41% of Americans actually do it.

2023 Cash Flow Strategic Planning Sessions Available through January 15, 2023

  • Early Bird Pricing Available Now - ‌Schedule by November 15: $150

  • Schedule by December 15: $180

  • Schedule by January 5: $225

Sessions may occur anytime prior to January 15, 2023. Fee reflects booking date.

Welcome to R&V Personal Finance, LLC

R&V Personal Finance, LLC brings order to the financial lives of busy professionals and their families. If your laundry list of tasks as a professional, daughter/son, spouse, friend, and parent 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?

  • Maybe you know something about IRAs and student loans, but you would feel better after a consult.

  • 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.

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, self-doubt about making optimal money decisions, and struggles with keeping balance in their lives. 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. We'll get to know one another and then get the list of to-dos checked off.

 

Your promise as a physician or other 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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