Our Process

For each new client, River Glen assesses the status quo in each of the following three areas: financial and tax planning, risk planning and investment planning. Then River Glen creates a plan that will help clients move from their current financial situation toward their desired financial and personal goals.

After our initial analysis, clients work with their team throughout each year to conduct a strategic evaluation that compares their current goals to their new financial situation. They then adjust goals and tactics accordingly.

Sound appealing? Why not meet us for a no obligation discovery meeting?

Click on each of our three areas of service in order
to learn more

Roll your mouse over the graphic to learn more about each step in
the wealth counseling process.

Financial planning and wealth management begin with a systematic plan. We are firm believers in a proactive, planned approach, and follow this 8 step process throughout our wealth counseling.

It requires discipline from our clients to participate in this process, but we have discovered that clients who have the patience to go through the analysis and dive deeply into the data are satisfied with the insights that result.