Getting Started

We aspire to provide a high level of personal service to every one we work with. Whether you are 30 years away from retirement or several years into it, employed or going through a job search, or in a life transition with your family or health, we want to help. At RPI, financial and life planning is a four step process that is designed to achieve financial solutions, and most importantly achieve life goals. Through continuous mentoring and guidance, the result is a well-tuned, comprehensive, life plan.

The process starts with completing a Confidential Financial Profile form and submitting it to us. You will then be contacted by a team member to review its content and define personal and financial goals.
Once one of our Financial Planners analyzes and evaluates your goals & objectives, a Financial Plan will be presented to you. This will include recommendations centered on your specific goals.
Plan implementation is the next step in the process. Through continuous mentoring and guidance, your Financial Planner will coordinate the process with support from the entire RPI team.
As a member of our client family, the last step is to monitor your plan and progress towards your goals. We will make necessary adjustments to your plan as needed because as life changes, your plan will too.