Thank you for joining our growing firm!

Here’s 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 step that need to be taken to implement your plan (+1-10 days)

If you need anything , what-so-ever, before your advisor 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).

rF Personal Account (rFPW)
TD Ameritrade Account
Fidelity Account
TIAA CREF Account
Jefferson National Account
rF401k Account