FINANCIAL consulting

Everything starts with a good financial plan. Whether you are an individual, a family, or an institution, our team can help you understand your current financial situation, where improvements can be made to build a more resilient future for you and your community, and what resources may be available to help you accomplish your goals. When you know where you are and where you're going, you can step confidently into what's next.

Clients retaining Revalue for Financial Consulting receive a customized Investment Policy Statement with accompanying guidance on key areas of need. Analysis typically covers areas such as long-term goal planning, taxes, education, insurance, fees, portfolio review, and values-alignment. For institutions, this may also include training for your board or other key stakeholders. The process typically takes 3-6 months, depending on your needs. During this time clients get to take advantage of access to RightCapital (financial planning software), the Collaborative (Revalue's online community platform), and Revalue's entire team of specialists.

Interested in knowing more? Check out our Client Brochure (Form ADV), which is linked at the bottom of our website, for details about our fees and services. Want to chat further? Schedule a time using the link below.

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Whether you need an extra hand saving for college or putting together a budget, this a la carte services lineup can set you on the right path toward meeting your financial goals. Learn at your own pace through one of our web courses or get one on one video coaching with one of our Investment Advisors.

Coaching sessions are perfect for clients who aren’t ready for full-fledged financial planning or have a limited budget for getting help, but who still need some direction. These sessions can cover personal finance topics like budgeting, paying down debt, savings strategies for big goals, understanding the difference between various types of retirement accounts, getting on the same page with your partner about money, learning about investing locally, or about other kinds of asset classes.

If your needs start to bleed into bona fide financial planning or investment advice, we’ll let you know it is time for you to graduate out of coaching and into one of our other class of service offerings.

Check out our web course offerings

Check out our online workshop schedule

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