Retirement Planning for RPM Inc.

During this 30-minute introductory call, we aim to assess if Purpose Built is the right fit for you. We'll discuss your financial goals at a high level and also answer your questions to determine if our services can address your needs.

Once you’ve decided to move forward, we'll request crucial documents such as your financial statements and the prior year's tax return. These documents are essential for a comprehensive financial analysis.

At the initial meeting, we’ll refine your financial goals, including college expenses, retirement plans, long-term care considerations, and other savings objectives. We'll also discuss investment preferences and risk tolerance to tailor your plan to your unique situation.

We provide a comprehensive written plan with specific recommendations on how to achieve your goals. We'll also present a portfolio analysis with suggestions to better align your investments with your ideal allocation.

After you've reviewed the financial plan we provided, we'll schedule a meeting to go through it together. The plan is not complete until you have a clear understanding of the proposed financial strategies and all recommendations are assigned to responsible parties.

To prevent key financial tasks from falling by the wayside, we have accountability built into our process. We track tasks and check in as needed, guaranteeing that you stay on course and feel secure about your financial future.

Check-ins as necessary, a tax filing review meeting, and a fall strategy meeting to create an up-to-date plan, update investments, track your net worth growth, and make necessary changes.