Our Process

Why Work With A CFP Professional

Why Work With A CIMA Professional

At Rhinebeck Wealth Advisors, we focus on who our clients are as people and what is most important to them. Our process involves:

Introductory Meeting:  The first step in our process is a general, get-to-know-you meeting where we discuss your goals and needs and determine together if our firm is a good fit to help you to achieve those goals.  If we agree that the fit is right, we will move on to the next step.

Planning Meetings:  We meet as many times as needed (usually 2-4 meetings) to create a step-by-step plan to help you reach your goals. 

  • Information Gathering Meeting:  At this meeting we gather all relevant financial information (statements of assets, liabilities, tax records, estate planning documents, etc.) to establish a starting point which will be the basis for a personalized plan.
  • Plan Creation Meeting:  We work together to come up with a plan to help you achieve your objectives taking into account your time horizon, risk tolerance and cash flow needs.  We will model various scenarios and help you choose the one that you feel most comfortable with.  Plenty of time is set aside for questions.

Implementation:  Implementing your plan usually involves setting up accounts, transferring money, and executing the purchase of agreed-upon investments.  If there are things that need to be done by you (for example, changing your 401k contributions, setting up appointments with your attorney or CPA), we will help guide you toward getting all of these things done.  We often arrange joint meetings with other advisors. 

Reviews:  We will meet with you to review your plan and assess your progress relative to your defined objectives, suggesting changes as needed.  New information and/or changes to the original goals are discussed and any new facts are integrated into your existing plan.

search previous next tag category expand menu location phone mail time cart zoom edit close