ReThink Wealth
About
Rethink Wealth is dedicated to empowering individuals, families, and businesses to feel more confident through financial education, organization, and prioritization. We provide insurance, Investments, and full financial planning. Working with us means transparency of ALL options, finding money falling off your balance sheet unknowingly, and co-creating a plan you understand & implement at your own pace.
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Frequently asked questions
What is your typical process for working with a new customer?
We approach every client with a blank slate. No preconceived notions of what you need because of what you look like or how much money you have. We understand that everyone is different — and will need a different set of strategies for reaching their financial goals with confidence.
What education and/or training do you have that relates to your work?
We do weekly webinars on various financial topics
Provide employer-sponsored financial education training to employees - WealthSteps.com
We have Financial Q&A meetings via zoom for groups or companies to ask what is most pressing in their financial lives.
Do you have a standard pricing system for your services? If so, please share the details here.
Our time is complementary. Our mission is to educate, find money falling off your balance sheet, and provide a co-created plan for clients to implement at their own pace. It is not about selling a product, it is about protecting your future, providing education for clients to make wise decisions, and maximizing your cash flow.