Explore what we offer
If you are here, it’s probably because you realize that pursuing a passion, a life goal, or a family adventure is far more rewarding than the simple pursuit of more wealth.
I’m lucky—my wife and I were still in our twenties when we said to each other, “We don’t have any stories to tell.” Life was good, but uninteresting. We’ve spent every day since then pursuing a story-worthy life.
Rudder Financial is here to help you do the same. We focus on strategic planning that doesn't just look at distant retirement, but prioritizes the big goals you have for yourself before time and opportunity pass you by.
I'll give you a clear, complete look at your net worth and a straightforward plan to fund your biggest dreams—whether that’s sailing around the world, RVing through all the National Parks, or some other incredible experience. Together, we will chart your future.
By becoming a Rudder Financial client, you're getting more than just a financial professional; you're getting an experienced adventurer who knows exactly what it takes to make those dreams happen.
Basic Service
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We’ll spend 45 minutes deep-diving into your current "stress points" and your big dreams.
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A close look at your current accounts to do a net worth analysis. In addition we’ll perform some cash flow triage to search for leaks and determine just how much you have to add to the kitty each month.
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We’ll determine the distance between where you are now and your first "big dream" milestone.
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Item description
Course Correction Plan:
My hourly rate as a Senior Wealth Advisor is $350/ hour.
$149
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Intermediate Service
Contact us
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