While some financial advisors charge fees from hundreds to thousands to meet once or twice a year, at RFinances we believe you should only be compensated for providing value. 

It is 100% FREE to meet with a financial advisor and start your ‘Simple Steps’ Financial Plan.  Seem too good to be true?  Wondering what is the catch?  Really, it’s FREE.  Our licensed advisors are compensated by the 100+ partner companies we work with to provide solutions to families. 

When you meet with an advisor, they will give you confidence that you are on the right track with your current plan or they will recommend improvements to help you reach your financial goals faster.  If you take advantage of those recommendations, our partner companies will compensate our advisor.  You will never pay to meet with our advisors, so make sure you schedule coaching today! 

A Simple Steps Financial Plan gives you step by step instructions of how to reach your financial goals faster.  It addresses every area of the Financial House at the same time and if followed you will be able to protect your finances, payoff debt fast, and invest with success!  Plans are updated as life changes and your Financial Coach is there to support and help you every step of the way. 

Of course!  We are licensed just like any other financial advisor.  However, when most people hear Financial Advisor they think only about investments and some tend to think that Financial Advisors are only for people with a lot of money. 

Our goal is to serve as many people as possible to achieve our mission of “supporting communities by building financially strong families”. 

We prefer the term Financial Coach, because we help people with EVERY area of their finances, from budgeting to paying off debt, to saving money on various insurances as well as investing for their future.  We strive to be an everyday coach for everyday families. 

​According to CNBC, only 1% of Americans work with a Financial Advisor.  Most people admit to just guessing when it comes to their 401k and other important financial decisions. 

A financial coach provides an objective view of your finances and can give you confidence in your financial decisions.  It’s important to have a simple to follow plan and address every area of your finances to reach your financial goals.  A Financial Coach can help you worry less about money and enjoy life more today!