We offer a Financial Review service. The cost is a one-time fee of $1,950. The service is intended for DIY investors who are looking for a second opinion with regards to their financial planning, or those seeking a lower price point compared to the DIY Investing Service.

There is a five-step process to deliver the Financial Review service.

Step 1: Ryan will send you a fillable PDF document that requests relevant information about your finances and investment portfolio. In addition, he will send you a link to upload a recent account statement for each investment account you have to a secure Dropbox folder. Alternatively, you can send Ryan a word document or excel spreadsheet that lists your investment accounts and investment holdings.

Step 2: You and Ryan will have a one hour “pre-letter” Zoom meeting to discuss your financial situation, financial goals, and investment portfolio. During the Zoom meeting, Ryan will discuss with you your financial planning and investing questions and what you would like covered in the financial review. The financial review always includes specific investment recommendations, but a broad range of financial planning topics can be covered as well.

Step 3: Ryan will write an 8-to-12-page personalized letter with his review and specific financial planning and investing recommendations. The letter will be written in plain English and a style that is easy to read. The letter will be sent to you for your review.

Step 4: After you review the letter, you can email Ryan your questions, comments, and candid feedback which will serve as the agenda for the “post-letter” Zoom meeting. The post-letter Zoom meeting typically lasts 75 minutes but can go longer if needed.

Step 5:  After the post-letter Zoom meeting, Ryan will email you, for your records, a summary of the important points that were discussed. He will then send you an invoice for the $1,950 fee and you can pay online. Conditional on payment of the invoice, you will receive one hour of follow-up advice and answers to questions at no additional charge. The expiration date for the follow-up advice is six months after you receive the 8-to-12 page financial review letter.

FAQ. Please see our FAQ section by clicking here.

Free 20-Minute Phone Consultation. Interested in hiring us for our Financial Review service? You may schedule a free 20-minute phone consultation with Ryan Kelly by clicking here.

You may also contact Ryan directly by sending him an email at: ryan.kelly@rfkcap.com