Broker Check

Financial Planning

At Resource Consulting Group, our aim is to understand what is important to you and to keep you on track toward what matters most to you in life. Our collaborative planning approach is designed to help you develop a clear vision of your desired future, build confidence in decision-making and feel in better control of your finances. We begin most relationships with a financial planning process that allows us to get to know you, your values and objectives. We approach your distinct financial needs from a holistic view by demonstrating how one financial decision can affect many other areas of your life. This well thought-out approach strives to help you adapt to changes in your life more comfortably, while at the same time, implementing meaningful and measurable action steps that will keep you moving toward your desired legacy. After we analyze your financial data, we will discuss pertinent observations with you and provide appropriate recommendations based upon your specific objectives. Once we have gained your feedback on how you wish to proceed, we will work with you and other designated professionals to implement your chosen recommendations. From this point, our team will be monitoring your plan progress, making new recommendations to "tweak" your plan during annual review meetings with you. 

All aspects of your financial life are interrelated, and our professional advisors are well trained and experienced in understanding how to orchestrate this dynamic relationship. We provide objective advice, tailored to your entire financial picture. We also offer a positive environment that helps foster sound financial decisions among multi-generational family members. As a privately owned financial advisory boutique firm, we pride ourselves in our commitment to develop meaningful relationships with our clients and their families. Each financial plan is uniquely designed to match your family’s desire to save, spend and share your capital, so as to improve your financial stewardship.

We offer a free initial consultation to determine whether our financial services and overall philosophy are a good match for your particular needs and desires. A CERTIFIED FINANCIAL PLANNERTM professional will meet with you to learn about your current financial situation and your motivation for working with an investment advisory firm. Our financial planning fees are determined based upon the size of your net worth and the anticipated complexity of the plan design.

Zig Ziglar says, “If you aim at nothing, you will hit it every time.” At RCG, we help you define and pursue what matters most — to Finish Well one day at a time.