Riverchase Financial Planning

Riverchase Financial Planning, LLC offers comprehensive financial planning services. We have developed our 9 Wealth Points process to advise clients on the areas we found to be most important to our clients and their families. These 9 Wealth Points include cash flow and debt management, investment analysis, tax planning, risk management, retirement planning, education planning, estate planning, legacy planning and planning for special situations. Do you only offer comprehensive financial plans? Absolutely not. While we feel that a comprehensive plan provides the greatest benefits, we can limit services to specific areas of your concern such as cash flow analysis, budgeting, retirement needs analysis or education funding. Once my financial plan is completed, what happens next? During your Financial Plan Presentation we will discuss an appropriate plan for you to implement and monitor your plan. You may choose to implement and monitor the plan yourself, or engage us to assist you. We provide a 60 day period after the Financial Plan Presentation where you may call or e-mail us with questions relating to your plan without incurring new charges. Your relationship with us will continue on an as-needed basis. There is no obligation to engage us further. You may call or e-mail us whenever you wish to initiate services. If you wish, we can be pro-active in reminding you to schedule periodic reviews. Many clients like to have an annual plan review or update visit. Once we remind you that you are due for a review, you are responsible for calling us to schedule the meeting. If you were to provide me on-going investment management services, do you take custody of, or will you have access to, my assets? Other than receiving your permission to debit our fee from your investment account, we do not take custody of or have access to your assets. We use an outside, third party custodian to hold any investment accounts we manage. How do I get started? The first step is contacting us to schedule you complimentary Introductory Meeting. We can be reached by phone at (469)948-4880 or by e-mailing us at [email protected].