Our Process
“The proof that you know something is that you are able to teach it.”
- Aristotle
At Rational Wealth Solutions, we believe that complicated financial matters require clear solutions. Our ideal new clients are mid-to-late career business owners or professionals and their families who are within three to five years of a life-changing event such as a major promotion, sale of a business or retirement. Our INITIAL ENGAGEMENT PROCESS is simple and straightforward.
Let’s talk and get to know each other!
Tell us where you are and where you would like to be financially.
We will share how our services can best help you.
Determine if we are a good fit and begin to work together!
We all know life brings change. We will continually work with you to keep your investments in line with your values and goals.
