Step One
SET THE STAGE
Meet with a Wealth Advisor at Rigden Capital Strategies, free of charge. Tell them your concerns about your plan, portfolio, or overall current situation.
Step Two
GATHER INFORMATION
Upload your investment portfolio statement, your most recent tax return, and/or your financial plan, so that we can examine your current situation.
Step Three
ANALYSIS
Utilizing our x-ray approach, our team brings their expertise and bank level encrypted technology to analyze and uncover if their are missed opportunities within your finances.
Step Four
SHARE THE RESULTS
We deliver the results and possible solutions to help you better achieve your goals. Many times, we find opportunities, sometimes we do not. Regardless, we are fiduciaries through this whole process.
Step Five
YOU DECIDE, NO OBLIGATION
If the results of this analysis produce results that resonate with you, we talk through what the next steps are to begin working with us.