Rorik Larson wants you to be confident, making the best decisions for your future and family.
Whatever your current situation, worrying about finances impacts your life and relationships. You want to make decisions that make the most of what you have and build a secure future. Fee Only Financial Planning helps you do just that.
The planning focus is on your goals and to integrate all areas of your financial life. Together, we adjust as your life changes.
As a fiduciary planning client, you will not be sold products and Rorik Larson receives zero commissions. Instead, you pay an annual retainer that covers all our year-round meetings. Whenever you have questions, or your circumstances change just reach out. Knowing in advance exactly how much you are paying for advice and understanding that your interests come first brings you value, transparency, and peace of mind.
What Can You Expect from fee-only financial planning?
Rorik starts off all new clients with the Wealth Review.
The Wealth Review is a one-time session that allows you to see the value in financial planning and the trust you can place in Rorik. The Wealth Review will give you snapshot feedback on your top 2-3 concerns with no long-term commitment. Those seeking a longer-term relationship then move into the year-round Wealth Retainer with confidence that Rorik can help them improve their financial lives now and into the future.
Comprehensive financial planning is a process not an event
As a Wealth Retainer client, you receive ongoing year-round planning to navigate your financial life.
Together, we will focus on your goals and integrate all areas of your financial life. Understandably your beliefs and attitudes impact your financial decisions. Your life is not stagnant, and our work together adjusts as your life changes. Your financial plan will not be book on the shelf covered in dust. You will address topics iteratively so to take care of the critical concerns you are aware of and ones that might catch you by surprise. With Rorik as your coach, you will put your worries to rest.
The typical ongoing planning process you can expect.
Image: 2007-2014 Bert Whitehead, MBA, JD and Alliance of Comprehensive Planners, Inc.
Comprehensive Fee-Only Financial Planning Services
Comprehensive financial planning is an ongoing process. The focus in on your goals and to integrate all areas of your financial life. Your beliefs and attitudes impact your financial decisions and we’ll make adjustments as your circumstances change.
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Principal Advisor
Rorik Larson, MBA, CFP®, EA
Rorik Larson is a fee-only financial planner located in Palos Heights, IL serving clients throughout the Chicago area and across the country. Essential Financial Strategies provides tax-focused, comprehensive wealth planning, and retirement planning, to help clients organize, protect, and grow their assets. Essential Financial Strategies serves clients as a fiduciary.
Principal Advisor
Rorik Larson, MBA, CFP®, EA
Rorik Larson is a fee-only financial planner located in Palos Heights, IL serving clients throughout the Chicago area and across the country. Essential Financial Strategies provides tax-focused, comprehensive wealth planning, college planning, and retirement planning, to help clients organize, protect, and grow their assets. Essential Financial Strategies serves clients as a fiduciary.
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