RTD works with many mid-life couples who are driven, family- and career-oriented people who want to focus on their finances but just don’t have enough hours in the day. We can help get a coordinated and cohesive plan into place to keep you on track for your goals.
RTD can serve as your trusted advocate who will look after your financial affairs while you focus on this critical time in your career and family life.
Organization
- We proactively set meetings to review your plan and make any necessary adjustments to keep your investments on track to reach your goals – taking all of life’s unpredictable changes into account.
- We know how busy life can be with working chaotic hours and driving the kids to practice, so we do our best to make working with RTD as convenient as possible. We can meet in person, virtually, in the evenings, as well as the occasional weekend. One of our goals is to remove stress around money, so we don’t want to create more stress in planning a meeting.
Discovery and Direction
- We help you gain an understanding of how you’ve arrived where you are now by exploring the life experiences that have shaped how you think about money, and even what may have held you back in the past.
- RTD puts together a Coordinated Game Plan so you know what we’re doing and what the end goal is to reduce the stress of the unknown and unplanned.
- Not only are we actively watching over all of your investments, we address any risk areas in your financial life.
Partner and Advocate
- We help you create a clear vision of what having a balanced and fulfilling life means for you with a Family Vision Statement. Then we help develop and implement a detailed plan designed to enable you to move forward toward making that life your reality.
- We are here to act as a sounding board when you ask questions including: “Can I afford this beach house while taking into account my goals for sending the kids to college and retiring early?”
- We care about the wellbeing of your entire family and when your kids start working, we offer 30-minute meetings with one of our planners to talk about the basics of creating a solid financial foundation.
We understand exactly where you are in your life. Our firm is built of people who have lived those same experiences – we’re spouses & partners, parents & children, we know the challenges, and we know that you need a partner who can help you at every crucial step in your journey.
The information presented in this blog post is for educational purposes only and should not be construed as individual advice from RTD Financial.