Our Process

The financial planning pyramid is a tiered approach to managing finances, starting with a strong foundation of risk management (emergency funds, insurance) and moving upward to wealth accumulation (investments) and finally wealth preservation and legacy planning. Each level builds upon the previous, ensuring basic needs are met before pursuing growth and more complex financial goals.

Your Bay Rhode Jouney is an ongoing financial planning process designed to guide clients step-by-step, starting with understanding your financial goals, followed by tailored analysis and actionable strategies. The approach emphasizes personalized advice and ongoing collaboration to ensure you stay on track and adapt your plans as life circumstances change.

Your Opportunity RhodeMap begins with an honest and open conversation about your past successes and failures, your financial attitudes and behaviors, and the goals you view as needs, wants, and wishes. Depending on your circumstances, we may focus on some or all of the following: