Goals-based retirement planning, designed
for you.
Our approach to financial planning is tailored to each client. We get to know you, understand your situation and your goals, help identify challenges you might face, and establish a plan to navigate them. The strategy we develop for you will help reduce taxes, build your wealth for retirement, optimize your investments and preserve your capital.
First and foremost, we’re committed to working alongside you from start to finish, sharing our expertise and industry insight to allow you to make informed decisions and have confidence in your financial plan.
Our Process
To make a truly effective, personalized financial plan, we need to understand who you are and what is most important to you. Our straightforward process lets us get to know you — and you to know us — and makes sure we’re a good fit right from the start.
1 - A 30-minute call
This call will give us both a chance to make sure your situation matches our expertise. We want to make sure we’re a good match for you and your goals.
2 - An exploratory meeting
This meeting (in-person or virtual) helps us understand your goals, concerns, and financial situation so we can make recommendations that suit you best.
3 - Analysis and review
Once your financial plan is complete, we’ll meet to review our findings and recommendations. We ensure we lay out the steps to help you reach your financial goals, improve your retirement plan, lower taxes and optimize your investments.
We foster long-term relationships with our clients – as we go through the process of getting to know you, you have the opportunity to find out what it's like to work with us, discover the value we bring to our clients, and make sure we’re a good fit for you.
Want to learn more?
Riddell.Clients@RichardsonWealth.com
250.298.2050
Book your call today.