Personalized financial planning & investment management.

Creating a step-by-step plan you can use to achieve your financial goals.

Understand your goals

Meet with real advisors to make personal finance simple. Get closer to achieving your goals by honing in on what they mean to you.

A plan built for you

Small or large, each step is clearly explained as we help you create a clear plan of action that resonates with your lifestyle and needs.

Simple, achievable steps

Together, we get your plan off the ground. By breaking it down into practical steps, we make sure you can rely on your plan for what's next.

Ongoing collaboration

Your personal advisor follows up regularly and helps reimagine your plan when circumstances change. We are here to make sure you are moving forward.

Financial planning for every part of your life

Smart, empowered financial decisions backed by understanding

Starting Out

The first step to improving your financial health requires a complete examination of your behavior, habits, beliefs, and mindset. We provide the education and support to help you navigate the competing priorities for your hard earned dollars.
Foundation services
  • Cashflow Summary
  • Budget Creation
  • Budget Tracking/Coaching (2)
  • Debt Paydown Strategy
  • Net Worth Assessment
  • Advisor Access Anytime!
$150
/ Month
Let's Get Started

Accumulator

Now is the time to get serious about saving and planning! We work together to craft your personal plan, and stay with you every step of the way.
Foundation services
Plus
  • Goals Identification
  • Goals Planning
  • Workplace Retirement Plan Advice
  • Tax Advantaged Savings
  • Insurance Needs Assessment
    (Life, P&C, Car, etc.)
  • Advisor Access Anytime!
$275
/ Month
Start Accumulating

Wealth Builder

Your financial life has many moving parts. We are here to put the puzzle together so you stay aligned with your plan and keep striving for your desired goals.
Foundation services
Accumulator services
Plus
  • Account Aggregation
  • Ongoing Investment Management
  • Tax Planning
  • Coordination of Estate Planning
  • Retirement Income Planning
  • Bi-Annual Portfolio & Plan Review
  • Long Term Care Insurance Needs Assessment
  • Advisor Access Anytime!
Max 1%
Fee of AUM (1)
Start Building Wealth
One-time planning starting at $3,000
1: $300,000 minimum investment; otherwise we will bill a combination of quarterly fees directly in addition to the quarterly AUM fee

2: If needed; Budget Coaching consists of a series of meetings over the course of  the first 6 months to ensure you are comfortable with the budgeting process and to keep you accountable!

This service and fees schedule is not intended to be prescriptive; but rather provide you with an expected cost of receiving professional services from RCS Financial Planning. The complexity of your personal situation may dictate a variation from these listed fees. Hourly services available upon request: $250/hour

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