Welcome to the Clan - What to Expect From RPG    Rooted Planning Group was designed to create a family like environment. We all have roots, but its the wings that take us places. Our process is designed to allow us to get to know your family, your roots, and your wings.  To Learn more about our process click on the picture

Welcome to the Clan - What to Expect From RPG

Rooted Planning Group was designed to create a family like environment. We all have roots, but its the wings that take us places. Our process is designed to allow us to get to know your family, your roots, and your wings.

To Learn more about our process click on the picture

Project Based Financial Planning will generally be offered on a fixed fee basis.    In special circumstances it may be offered on an hourly basis at a rate of $50 - $200 per hour, based on complexity and paid in arrears.  To Learn more about this service click on the picture

Project Based Financial Planning will generally be offered on a fixed fee basis.

In special circumstances it may be offered on an hourly basis at a rate of $50 - $200 per hour, based on complexity and paid in arrears.

To Learn more about this service click on the picture

We want you to be both physically and fiscally fit!    Learn to master your money and the financial tasks that keep you in control.  To Learn more about this service click on the picture

We want you to be both physically and fiscally fit!

Learn to master your money and the financial tasks that keep you in control.

To Learn more about this service click on the picture

 
Strengthening Your Roots    For those that just have a “few questions” we have developed this service whereby you ask Three Pre-Defined Financial Related Questions and receive two hours of preparation and research and a two-hour meeting face-to-face or virtual meeting.  To Learn more about this service click on the picture

Strengthening Your Roots

For those that just have a “few questions” we have developed this service whereby you ask Three Pre-Defined Financial Related Questions and receive two hours of preparation and research and a two-hour meeting face-to-face or virtual meeting.

To Learn more about this service click on the picture

Nourish Your Roots    This service offers a cultivation of the financial lives our clients have already started to build. This is typically a six-month engagement; the goal with this services is to take what you have already planted and provide our expertise to nourish the roots further, which creates a stronger core for future growth.  To Learn more about this service click on the picture

Nourish Your Roots

This service offers a cultivation of the financial lives our clients have already started to build. This is typically a six-month engagement; the goal with this services is to take what you have already planted and provide our expertise to nourish the roots further, which creates a stronger core for future growth.

To Learn more about this service click on the picture

Deepen Your Roots    This service offers a comprehensive deep-dive into our clients financial lives with ongoing recurring services  and may include  discretionary portfolio management (asset management).  To Learn more about this service click on the picture

Deepen Your Roots

This service offers a comprehensive deep-dive into our clients financial lives with ongoing recurring services and may include discretionary portfolio management (asset management).

To Learn more about this service click on the picture

 
Corporate Financial Education     Many employers encourage physical fitness to reduce stress and enhance employee performance. But statistics show that many employee's are stressed out about finances, so what can you do to help? Consider hosting financial education meetings and education sessions for your employees!   To Learn more about this service click on the picture

Corporate Financial Education

Many employers encourage physical fitness to reduce stress and enhance employee performance. But statistics show that many employee's are stressed out about finances, so what can you do to help? Consider hosting financial education meetings and education sessions for your employees!

To Learn more about this service click on the picture

Small Business Consulting   You want personal financial planning with the input of a business coach. If you need a CFO without hiring a full time CFO, then this service is for you.  To Learn more about this service click on the picture

Small Business Consulting

You want personal financial planning with the input of a business coach. If you need a CFO without hiring a full time CFO, then this service is for you.

To Learn more about this service click on the picture

Divorce Services    Divorce is stressful. Even in the "best" divorces, there are a number of decisions that must be made.  We work in conjunction with your legal counsel, and other applicable parties, to assist you in evaluating your financial settlement options, including but not limited to valuation of retirement benefits, non-qualified (after-tax) assets, physical property and income equalization and support alternatives.  To Learn more about this service click on the picture

Divorce Services

Divorce is stressful. Even in the "best" divorces, there are a number of decisions that must be made.

We work in conjunction with your legal counsel, and other applicable parties, to assist you in evaluating your financial settlement options, including but not limited to valuation of retirement benefits, non-qualified (after-tax) assets, physical property and income equalization and support alternatives.

To Learn more about this service click on the picture