Step One - Your Current Financial Situation

The financial consulting process begins with the individual or couple completing a questionnaire and collecting pertinent financial data (such as tax returns and investment statements) to evaluate the current financial situation and establish goals.

The Everyday Steward Advisor reviews the completed questionnaire and supplied information and will then contact you to discuss which of our services would best meet your needs.

Step Two - How We Can Help

Hourly Financial Planning

You will receive a quote providing an overview of time and cost for this service with an engagement letter for you to sign that outlines the details of the RB&Co. relationship. Once we receive the signed engagement letter, a date is scheduled for the delivery of the financial plan. The normal turnaround time for this service is approximately three weeks after the engagement letter is received. During this interval, we will clarify the information we have and/or gather additional data needed to complete the plan.

To learn more about our Hourly Financial Planning services click here.

Investment Management

If you desire investment management services, we will develop the paperwork needed to set up your accounts and, if necessary, transfer assets from other investment providers. Also, we will gather further information regarding your risk tolerance and the most appropriate portfolio strategy for your financial needs. Together, we will review this information and use it for the basis of our investment decisions.

To learn more about our Investment Management services click here.