E-Mail or Call RG Financial Partners

• We need to get to know each other before we start a relationship. Call or e-mail us so we can share a preliminary discussion to determine whether or not we are good fit for each other.

Schedule a meeting after your preliminary phone call

• During our “getting to know you better” meeting we will take the time to listen to your concerns, determine your goals and aspirations, and begin to help you understand how to answer your questions. In addition, we will determine whether we should formalize a relationship.

Collect data to start the process

• In order to better understand your goals we will need to collect your financial information. It is our goal to ensure that your dreams and aspirations for financial security are realistic; this requires hard data and harder analysis. Please click on the link to review our checklist.

Planning Process

• Upon receipt of your documents and statements, we will analyze your data and provide recommendations as to what the next steps will be to ensure you are getting closer to your financial goals.
• We will monitor your portfolio holdings on a continuous basis. Financial planning is process that needs to change with time and reflect where you are in life.