OUR SERVICES

Riverchase Financial Planning specializes in providing Fee-Only financial planning and investment advice to individuals and families. Working as Fee-Only financial planners we are able to remove the conflicts of interest regarding compensation and focus solely on our clients, and what is in their best interest.

Our firm’s mission is to provide individuals and families the advice and planning they need to pursue their financial goals. Some of the most common questions our clients ask us to help them answer are:

  • Am I saving enough to reach my retirement goals?
  • Are my investments properly allocated and diversified?
  • Am I making the most of my employer benefits package?
  • When should I apply for my Social Security benefits?
  • Is my family properly protected in the event of a disability or death?
  • How much should I be saving for my children’s college education?
  • How much income will the retirement assets I have accumulated provide for me?
  • What will happen to my estate in the event of my death?
  • In what ways can I contribute to the charitable organizations that I care about?

FINANCIAL PLANNING SERVICES

The financial planning services we provide are built around our 9 Wealth Points. These 9 Wealth Points represent the areas we have found to be most important to our clients and their families. By systematically addressing each of these 9 Wealth Points, we are able to help our clients plan for, and pursue, the goals they would like to achieve in their lives.

The 9 Wealth Points

Cash Flow & Debt
Risk Management
Estate Planning

Investments
Retirement Planning
Legacy Planning

Tax Planning
Education Planning
Special Situation

With the broad scope of the 9 Wealth Points, the financial planning services we provide are flexible. Some clients choose to engage us for a comprehensive financial plan that will address all, or most, of the the 9 Wealth Points. Others choose to have us work on a more limited basis, addressing only the areas they are concerned about, or to simply get a “financial check-up” to see how they are doing financially.

The fees we charge for financial planning services will vary based on the scope and complexity of the advice to be provided. After a complimentary initial consultation we’ll provide you a flat-fee quote for the services you would like. As long as we stay within the original scope of the project, you won’t be charged more than the quote given. In some cases a flat-fee-quote is not possible. In these cases we will work with you on an hourly basis, and an estimate of the hours needed to complete the work will be provided after the complimentary initial consultation.

INVESTMENT MANAGEMENT SERVICES

For clients that wish to have professional ongoing management of their investment portfolio, we offer investment management services. Our fee for this service is based on the amount of assets to be managed. We begin by evaluating your current financial situation, needs, goals and tolerance for risk. We then work with you to develop, implement and manage an appropriate investment plan that considers these factors.

Your investment plan is something that should be adjusted as your goals evolve and your portfolio changes. Our investment management clients receive regular portfolio review meetings. These meetings provide the opportunity to review your portfolio, investment plan and any events in your life that might require changes to your portfolio or financial plan.

 

 

 

 

Riverchase Financial Planning

3419 Cross Timbers Road, Suite 105
Flower Mound, Texas 75028
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Phone: (972) 471-9013
Fax: (972) 375-9663
Office Hours: By Appointment Only

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