Building Wealth Through Strategic Guidance, Integrity, and a Client-First Approach

Mission

To empower individuals, families & businesses by providing comprehensive, transparent, & personalized financial guidance.

A fee only independent fiduciary

As fiduciaries, we are legally bound to act in your best interest, ensuring transparency and eliminating conflicts of interest. We provide personalized financial planning and investment advisory services designed to help you achieve your financial goals.

founded in 2009 by Joseph Motley.

Before starting RDFP, Joe started on “Wall Street” in 2002. His goal was to help individuals and business owners overcome the black hole, that is investing and retirement planning. Joe learned firsthand how difficult and important it is for both business owners and employees to navigate the world of investing.

Joe worked his way up to Senior Vice President of Investments and lead the retirement services group for a typical Wall Street firm. Joe’s approach of always putting the clients’ interests first meant using the best available products for the clients not the most profitable for the broker or the firm.

Wall Street does not like this approach and after years of fighting for the clients, Joe had finally had enough. Joe realized that Wall Street was never going to change so he started Right Direction Financial Planning.

RDFP is based on the simple philosophy: An advisor should always do what is best for the client, no matter what!

At RDFP, Our Approach
Is Simple & Straightforward.

Step 1

Understanding Your Financial Landscape

We begin by conducting a thorough assessment of your current financial situation, including assets, liabilities, income, expenses, and investment portfolios. This foundational step allows us to understand your financial health and identify opportunities for growth and improvement

Step 2

Defining your financial goals

Next, we collaborate with you to articulate both short-term and long-term financial objectives. Whether it's planning for retirement, funding education, or purchasing a home, clear goal-setting is essential for creating a targeted financial plan.

Step 3

Developing & Implementing Your Customized Plan

Based on the insights gathered, we craft a personalized financial plan that outlines strategies to achieve your objectives. This plan encompasses investment recommendations, risk management tactics, and tax optimization techniques. Once finalized, we assist you in implementing these strategies, ensuring each action aligns with your goals.

Step 4

Monitoring & Adjusting Your Plan

Financial planning is an ongoing process. We provide continuous monitoring of your plan's performance, offering regular reviews and adjustments as needed. This adaptive approach ensures your financial plan remains responsive to life changes and evolving market conditions. This structured process ensures

Are you ready to live your best life?

At RDFP, we are committed to guiding you through every financial stage of life with customized, client focused strategies

About

Building Wealth Through Strategic Guidance, Integrity, and a Client-First Approach

Mission

To empower individuals, families & businesses by providing comprehensive, transparent, & personalized financial guidance.

A fee only independent fiduciary

founded in 2009 by Joseph Motley.

At RDFP, Our ApproachIs Simple & Straightforward.

Step 1

Step 2

Step 3

Step 4

Are you ready to live your best life?

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At RDFP, Our Approach
Is Simple & Straightforward.