Financial Advice on Your Terms
Whether you’re looking for a financial plan to get you started, or a dedicated advisor to help you achieve your financial goals, we want to know what’s important to you, your spouse, and your family- and how you see your needs changing over time. Read more below about how we can work with you to help you on your financial journey.
A Client-Centered Approach
Regardless of the level of wealth, we recognize that people need different ways to work with financial professionals. We believe people can live better if their finances are properly managed and well-understood. This inspired us to develop MyRemoteFA® to provide a different way of getting financial advice.
- I need someone to manage my investments for me.
Maybe you want your investments to be professionally managed. Many clients are overwhelmed and don’t want the hassle of managing their investments independently. This option allows you to work with professional money managers and income products.
- I need a plan and someone to coach me throughout the year
Maybe you need a plan and want to work with an advisor in a coaching capacity. You don’t want to have this experience tied to how much money you have. This is an excellent option for somebody that wants planning and ongoing advice throughout the year.
- I need a plan that I can execute myself.
Maybe you are comfortable managing your assets, but you need a financial plan to show you your gaps to reach your goals. MYRFA can develop a customized financial plan for you to get started taking control of your financial journey.
MyRemoteFA Internal Team
