A STEP-BY-STEP, NO-PRESSURE PROCESS
A STEP-BY-STEP, NO-PRESSURE PROCESS
What to Expect
Our process begins with a free call so we can get to know each other and so I can learn more about your needs. There’s no cost and no pressure to move forward. If we’re not a good fit for each other, we’ll let you know upfront and try to recommend an alternative.
Our process begins with a free call so we can get to know each other and so I can learn more about your needs. There’s no cost and no pressure to move forward. If we’re not a good fit for each other, we’ll let you know upfront and try to recommend an alternative.
Pre-Commitment
Pre-Commitment
The first step is for us to have a quick intro call to determine if REWealth’s expertise matches your needs. During this call, we’ll discuss your circumstances, how we operate, and answer any upfront questions you might have.
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To get started, you can schedule your free consultation online.Â
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If you’re not ready yet but have a question, please send us a message.
We offer additional free exploratory meetings for clients that are a great fit but still need more time to get to know us before committing to our services.
Commitment
Commitment
Once you’re ready to partner with REWealth, we’ll send you an electronic client agreement via email and other required legal documents to review and digitally sign.
Once you’ve signed the client agreement, we’ll send you an email with relevant next steps and get you set up with all of the necessary tools.
REWealth offers 2Â tracks for financial planning:Â
Comprehensive and Wellness.
REWealth offers 2 tracks for financial planning:
Comprehensive and Wellness.
Comprehensive Financial Planning is great for those fast-approaching or in financial independence. It’s a deep-dive into the details and is great for clients with more complex circumstances.
Comprehensive Financial Planning is great for those fast-approaching or in financial independence. It’s a deep-dive into the details and is great for clients with more complex circumstances.
Our Financial Wellness Program is great for younger professionals still working towards financial independence.* The focus is less on long-term forecasting and more on cultivating healthy financial habits.
*Note that if you already hold more than 2 rental properties, you’re only eligible for our Comprehensive Financial Planning service.
Our Financial Wellness Program is great for younger professionals still working towards financial independence. The focus is less on long-term forecasting and more on cultivating healthy financial habits.
Note that if you already hold more than 2 rental properties, you’re only eligible for our Comprehensive Financial Planning service.
The graphic above is a guide for who each program is great for, but it’s not set in stone. Some young professionals may still be great fits for Comprehensive Financial Planning, especially if you have a high income (over ~$200k/year) or have stock plan benefits at work.
The graphic above is a guide for who each program is great for, but it’s not set in stone. Some young professionals may still be great fits for Comprehensive Financial Planning, especially if you have a high income (over ~$200k/year) or have stock plan benefits at work.
Comprehensive Path
Comprehensive Path
Initial Retirement Blueprint
Initial Retirement Blueprint
During our first official meeting, we’ll explore what matters most to you and define your retirement goals and vision.
We’ll also address and articulate pain points you might be experiencing that prevent you from achieving your goals.
At this point, you’ll be asked to upload copies of your most recent financial statements and tax return to a secure web portal for our review.
We’ll focus on taking inventory of your current financial life, which includes review of your assets, liabilities, income, expenses, and any other relevant personal accounts.
We’ll also get you set up on our planning software.
If you’re leveraging our investment management services, we’ll help get your accounts set up and assets transferred to Schwab.
Once your documents are organized, you’re set up on our planning portal, and your accounts are funded, we’ll explore the extent to which you’re on-track to meet your goals. We’ll game out different scenarios for your current trajectory mapped against alternatives to see how we can get to your goals more quickly.
Once we’ve reviewed your personal finances and cast a vision for a new direction, we’ll deliver your initial Blueprint, including actionable steps to accomplish your goals.
We’ll begin taking action on the highest priorities outlined in your Blueprint.
Wellness Path
Wellness Path
Getting to Know You
Getting to Know You
During our first official meeting, we’ll discuss your Why. What drives you? What about money is important to you? We’ll discuss your values and current circumstances, and build out your statement of financial purpose.
We’ll also review linked data in our planning software to ensure everything’s accurate and complete.
Once everything’s entered, we’ll discuss immediate action items in light of your goals.
Ongoing Planning
Ongoing Planning
Three times a year, we’ll meet to review progress following your Blueprint, make adjustments if necessary, and ensure we’re on track to reach your goals.
We’ll regularly touch base via email and phone throughout the year to keep you informed.
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Need immediate help or advice? Clients are encouraged to email or schedule a call at anytime to discuss pressing questions or concerns.
Ongoing Wellness
Ongoing Wellness
We’ll touch base quarterly to review life changes and progress on action items. We’ll make adjustments if necessary, and ensure we’re on track.
We’ll regularly touch base via email and phone throughout the year to keep you informed.
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Need immediate help or advice? Clients are encouraged to email or schedule a call at anytime to discuss pressing questions or concerns.
Ready to retire with confidence?
Ready to retire with confidence?
