“Wealth is more often the result of a lifetime of hard work, perseverance, planning, and most of all, self discipline.”  

Thomas J. Stanley, The Millionaire Next Door

Comprehensive Wealth Planning

Comprehensive financial planning services offer a robust planning experience that begins with a complimentary discussion to ensure our services will meet the potential client’s needs.  Our clients tell us that they appreciate the careful attention we take to get appropriately acquainted with them.  Once an engagement begins, we combine the client’s goals with a thorough review of their financial, family, and business structures.  We then provide appropriate recommendations to ensure our client’s planning success through a custom action plan and implementation timeline. We coordinate the solution implementation process with third-party professionals on our client’s behalf, which saves our clients time and money.  

Our planning process focuses on the client’s current financial situation and helps the client to connect the dots between their current situation and the achievement of their financial goals.  Topics addressed in the comprehensive wealth planning engagement may include:

Cash Flow and Net Worth Modeling
Banking and Cash Management Assessment
Financial Risk Assessment
Insurance Planning Review and Strategy Development
Investment Planning Review and Investment Policy Creation/Revision
Multigenerational Wealth Strategy Planning
Basic Estate Planning Review and Structure Development
Advanced Estate Planning Structure Development
Business Succession Planning Review and Transition Plan Development
Multi-generational Wealth Strategy Review and Strategy Development
Charitable Strategy Review and Strategy Development
Specialty Asset Planning Review and Strategy Development
*RLS Private Wealth Consulting does not sell insurance, investment, or other financial products, and does
not accept compensation or referral fees from any third-party professionals.

“Since working with Rhonda on my estate and wealth planning for the past couple of years, I cannot even measure all the valuable information and guidance she has provided for me and my family. I am convinced that she saved us 100s of thousands of dollars in unnecessary life insurance premiums and I could not have done this on my own. I would recommend Rhonda and her firm to anybody that is in the process of their estate and wealth planning.”

Jay Gill, President/CEO • Gill Automotive Group
Wealth Planning