Working With Raion
Financial Advice from Raion Financial Strategies
The Value of Financial Planning
As a CERTIFIED FINANCIAL PLANNER® professional, Angela Ribuffo, CFP® follows a detailed process to deliver objective guidance and advice. Her unique approach seeks to uncover:
Short-term Needs
What you need from your money today
Long-term Goals
What you want your money to do for you in the future
Hidden Money Biases
The behaviors and impulses that affect your financial future
These needs, wants, and bias – along with the details of your personal financial situation – are reviewed, analyzed, and presented as a Financial Plan. A financial plan is a living document designed to capture a holistic view of your financial life and serve as a guide to help you meet your goals. We are financial planners first and foremost and provide financial plans to all of our clients. Here’s how the process works.
The Financial Planning Process
Meet & Greet
Let’s see if we’re the right fit for one another. A good relationship starts with trust.
Discovery
Let’s walk through your financial history. How did you get to where you are today?
Analysis
This is where we earn our keep. We analyze and plan out your financial future.
Plan Presentation
We walk through our recommendations and present your final financial plan.
Implementation
Choose to implement the plan on your own, with your existing professionals, or with our help.
Review
A good plan is updated regularly to ensure everything is completed according to your personal timeline.