I BELIEVE:
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Financial advisors should reflect the highest ideals of honesty and integrity.
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There is rarely one right way, but rather many paths to success.
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In a fiduciary standard at all times.
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Single Topic Planning
Address a single area of concern such as investing in your 401(k) and IRA, setting up a 529, or choosing when to file for Social Security benefits. RVPF also assists with determining needs for disability and life insurance and then sorting through policy options. It's fiduciary advice only as RVPF doesn't sell insurance or earn commissions. Rates vary based on complexity beginning at $150.
Financial Planning
Getting everything on the same page is half the battle. A comprehensive financial plan brings order to your household's money and addresses multiple areas of personal finance including investment advice, risk management, tax planning and more. Initial on-boarding starts at $1250 with an annual subscription paid monthly at $125-$400. Subscription may be off-set with asset management fees.
Investment Management
Navigating investments can be overwhelming. Get expert advice on managing your own investments on an hourly basis or outsource it to RVPF. Assets are held at TD Ameritrade with AUM rates ranging from .48%-.84%. Households with assets managed by RVPF in excess of $500,000 receive a reduction in certain financial planning fees.
Hourly Advice
Hourly advice is right for someone looking for help with just a few questions either on a one-time or ongoing basis. Budget and credit counseling is available for $175/hr and financial planning for $225/hr.
Financial Planning at the Right Time in the Right Place
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.
If you are ready to get started, schedule a complimentary introductory session.
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Thank you for your interest in RVPF. Due to high demand, new clients are being accepted primarily through referrals. Fill out the form at the bottom of this page to subscribe to email communications or to be added to the wait list.
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