At the initial consultation, Rick examines your financial pains. Once overall objectives are established, specific goals go under the microscope. Whether you need to focus on your personal financial planning or would like to establish or modify your business benefit plan, Rick helps you to focus your financial plan in a time-effective way so you can spend more time focusing on your professional and personal life.
Rick's financial prescription includes a personalized binder with an agenda of recommendations and implementation strategies. Call this your “financial treatment plan.” No treatment plan is complete without a thorough discussion of its risks and benefits. Rick educates you about the solutions, then helps you implement your plan.
After implementation of the financial treatment plan, the next step is monitoring the results. Rick establishes a roadmap of subsequent sessions to review your plan to help make sure that it stays on course. He consistently monitors the pulse of the markets, the economy, and changing tax laws, and follows up with you through regular reevaluations.
Phone: 303-394-2332
Toll Free: 866-394-2332
Email: Richard Lerner
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