The RDFP Process
Our Steps to Success
Step 1
Assess & Gather Information
We begin to develop your plan through an understanding of your financial situation, objectives, risk tolerance and other circumstances.
We get to know your individual circumstances. Next we put together a play book, known in the investment world as an “Investment Policy Statement”.
Step 2
Implementation
We will guide you in applying the strategies in your investment policy statement by offering you access to the extensive resources available through RDFP.
As your single point of contact, your RDFP Financial Advisor will help you identify the combination of services and investments that best meet your specific needs.
Step 3
Monitor & Review
Over time, we will monitor your investment policy statement, regularly reviewing your investment objectives and adjusting your portfolio as necessary.
You will have access to your RDFP Financial Advisor and other investment professionals to answer questions and keep you up-to-date on any changes that might affect your investment policy statement.
Step 4
Ongoing & Dynamic Planning
Your investment policy statement will furnish a guideline for making financial decisions today recognizing that adjustments may be required in the future as your personal circumstances change.
Due to continual changes in the financial world, and your own world, ongoing communication with us is an essential component of the process.
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
