Thank you for purchasing a flat fee plan with rF!

Thank you so much for the opportunity to be of service and help you build your Financial Plan!

Here what's next:

  1. You will receive an email with your login credentials to your rFPW (1 business day).
  2. You will receive an introductory email from your Financial Advisor (1 business day).
  3. You need to fill in your info into your rfPW (anytime before your first appointment).
    1. You may schedule a data entry appointment with one of our paraplanners if you need help entering data for us to build your 1st draft plan (1-2 business days).
  4. 1st appointment with your advisor to review your draft plan (+14 days from data entry completion).
  5. We will revise your plan based on your feedback and other permutations that you may want to consider (+2-3 days).
  6. 2nd appointment with your advisor to review your revised plan (+2-10 days).
  7. We will revise your plan based on your feedback and other permutations that you may want to consider (+2-3 days).
  8. Final Appointment to review completed plan, actions and stepg that need to be taken to implment your plan (+1-10 days)

If you need anything , what-so-ever, before your advisor/paraplanner reaches out to you or before your 1st appointment, please do not hesitate to give us a call at 614-441-9605, email us , or chat with us below (if we're online).

Thanks again for the opportunity to serve!