We Create Financial Plans as Unique as Our Clients, Because You Shouldn't Simply Be Sold a Product.

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3 Non-Negotiables 

 

1. A Better-Than-Your-Dentist Relationship 

We're not here to poke around and make you uncomfortable. Think of it as having coffee with a friend who's an expert in finance. The more we hang out and get to know each other, the more we can tailor a great plan. 

 

2. Crystal-Clear Communication 

No jargon or head-spinning to try impress you. Just straightforward talk with actionable steps. 

 

3. Birds-Eye-View Objectivity

You know how when you're close to something emotion can cloud your judgment? We help take that out of the equation to give you clarity.

 

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Hi, I'm Matt. 

Quick story. I recently was having knee trouble so I went to the doctor. But the language and discussion was anything but clear to me. It made me uneasy. All I wanted to know was “This is what's going on, we've dealt with this before, here's how we can fix it, and then you'll be better off than you are today.” I didn't want to become an expert in medical terminology. I just wanted to understand the plan to fix my knee. 

That's our approach to financial planning. And just like everyone who goes to the doctor, your situation is unique. Yes, there are general principles and common procedures, but everyone is different. Blood type, age, current medications, past procedures, etcetera — just think of the paperwork you fill out each time you're in the waiting room! That's for a reason. 

To understand you and your financial situation we first have to get to know each other. No, we don't have to become best friends (though we might!), but there has to be a level of mutual trust and respect in order for us to figure out a great plan to get you where you want to be. 

Let me know, all right? Just click here to send me a message. I'd love to talk more.

 

 

 

 

 

Matt Rubis

Rubis Financial