Becoming a Client

Some people know they have financial issues that need to be addressed. Others think they have taken care of everything.

If you think you’ve already done sufficient planning, we invite you to request a review of your financial situation to determine if there are any gaps in your current planning. Consider it a second opinion on the planning work you’ve already done. You may be surprised by the opportunities that are available to improve your current situation.

If you have financial concerns, ask yourself if you have what it takes to adequately address them.

Do You Have the:

Knowledge Experience Time Desire

Most importantly, can you make decisions objectively and free from the bias of being overly familiar with your own company?

What you can expect when becoming a client of River Glen Wealth Counselors

Authenticity

Setting goals is one thing—ensuring you’re setting the right goals is another. Together we explore your values in order to make your plan honor what’s truly important to you.

Transparency

When we assess any gaps between where you are and where you would like to be, we work to leave no stone unturned. We don’t “sugar-coat” feedback or offer false hope.

Adaptability

A financial plan is not something where you can “set it and forget it.” It should change as your life does. When that fork or bump in the road comes, we will help you decide what action to take to keep you on track.

Accountability

Your commitment to your financial plan is crucial and we know it can be difficult and tedious at times. We will be there to remind, encourage, and coach you throughout this life-long journey.

Take the First Step