We help individuals and families meet, and then exceed, their personal financial goals through holistic, custom financial solutions.
Develop a relationship with you
Gather & analyze information, determine your specific goals
To create a plan tailored to your unique goals, we need an accurate overview. We arrive at this based on our conversations with you and via the documents which taken together and analyzed, will give us your complete, current financial picture.
Review your current financial picture, and then create your customized financial plan
Taking your current financial reality and combining this with your own personal financial goals, we will explore the various options available together, and arrive at a highly personalized solution, built to suit your unique needs and goals.
Implement your personal financial plan
Together, we will review our recommendations in light of your goals and needs. We are there every step of the way, to assist you in putting your plan into motion, to help with decision-making, and to ensure each step takes you further toward your goals.
Review, re-evaluate, and make ongoing adjustments to your plan as needed
We meet with each client on an individually-tailored schedule, to track your progress, and ensure that your plan continues to provide the best path forward toward your personal objectives and goals.
Develop a relationship with you
Gather & analyze information, determine your specific goals
To create a plan tailored to your unique goals, we need an accurate overview. We arrive at this based on our conversations with you and via the documents which taken together and analyzed, will give us your complete, current financial picture.
Review your current financial picture, and then create your customized financial plan
Taking your current financial reality and combining this with your own personal financial goals, we will explore the various options available together, and arrive at a highly personalized solution, built to suit your unique needs and goals.
Implement your personal financial plan
Together, we will review our recommendations in light of your goals and needs. We are there every step of the way, to assist you in putting your plan into motion, to help with decision-making, and to ensure each step takes you further toward your goals.
Review, re-evaluate, and make ongoing adjustments to your plan as needed
We meet with each client on an individually-tailored schedule, to track your progress, and ensure that your plan continues to provide the best path forward toward your personal objectives and goals.
Develop a relationship with you
Gather & analyze information, determine your specific goals
Review your current financial picture, and then create your customized financial plan
Implement your personal financial plan
Review, re-evaluate, and make ongoing adjustments to your plan as needed
RFG is your own full-service fractional CFO. We’ll do the heavy lifting so you can focus on what matters most to you.
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If you are looking to merge, acquire, enter into a joint venture, right-size your business or exit it entirely, let Rigby Financial Group support your transaction as your trusted advisors.
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By listening, observing, and asking the right questions, Rigby Financial Group’s financial consultants can help guide you through your crucial business decisions, leading to greater success.
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Rigby Financial Group provides professional tax and accounting services for entrepreneurial businesses, family offices and high-wealth individuals.
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