Our Services « randfinancialplanning

Our Services

What financial concerns do you have?

  • "Will I run out of money in retirement?"
  • "How will I handle my finances without my spouse?"
  • "I recently inherited money, but I don't have any experience with investing.  What do I do?"

Our approach is to offer you two options depending on whether you need an ongoing relationship or not.


1. Financial Fitness Review

The Financial Fitness Review involves 8-10 hours of our time for research and analysis.  We answer your top three financial questions and have one two-hour meeting to discuss.  It is the best introduction to Rand Financial Planning.

2. Comprehensive Plan

This is the answer if you decide to enter into an ongoing relationship that takes advantage of the full range of our services.