What To Expect When Working with RPA Wealth Management (Ep.67)

No one’s financial plan should be identical to another’s because everyone’s financial journey is going to be different.

What are your unique financial goals?

In this episode, Matthew Theal, Brent Pasqua, and Joshua Winterswyk discuss how they personalize their financial services to each of their clients to fulfill their unique financial goals and needs. 

Matthew, Brent, and Joshua discuss: 

An overview of services their company has to offer you

The importance of laying out your goals before creating a financial plan

Why their clients don’t need to be located in the same area as RPA Wealth Management to use their services

What you need to bring to your first financial planning session

And more

Connect With RPA Wealth Management:

[e-mail] 

[phone]

RPA Wealth Management

LinkedIn: Matthew Theal

LinkedIn: Brent Pasqua

LinkedIn: Joshua Winterswyk

LinkedIn: RPA Wealth Management