We offer a Financial Review service. The cost is a one-time fee of $1,700.
We use a five-step process to deliver the Financial Review service.
Step 1: We will send you a fillable PDF document that requests relevant information about your finances and investment portfolio. In addition, we 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 us a word document or excel spreadsheet that lists your investment accounts and investment holdings.
Step 2: We will have a one hour “pre-letter” Zoom meeting to discuss your financial situation, financial goals, and investment portfolio. During the Zoom meeting, we will discuss your financial planning related questions and what you would like covered in the financial review. All of our financial reviews include specific investment recommendations, but we can cover a broad range of financial planning topics as well in the review.
Step 3: We will write an 8-to-12-page personalized letter with our review and specific recommendations. The letter will be written in plain English and a style that is easy to read. We will send the letter to you for your review.
Step 4: After you review our letter, you can email us 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 as long as two hours if need be.
Step 5: After the post-letter Zoom meeting, we will email you, for your records, a summary of the important points we discussed. We will then send you an invoice for the $1,700 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 we email you 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