Financial Plans by RFC
At Republic Financial Consulting, we consider your Financial Plan a "living, breathing" document that will evolve with you through different stages of your life and is meant to always reflect your most important values. For this reason, all plans have direct, scheduled access to a dedicated RFC Advisor.
After our initial Discovery Meeting, we develop your customized Financial Plan. Our fullly transparent price matrix makes it easy for you to choose a flexible RFC Financial Plan and pay monthly, quarterly or annually.
Don’t know what to choose?
Contact us to get help with your plan.
Contact us to get help with your plan.
Compare The RFC Financial Plans
You may choose from one of three plans. Wether you choose to pay monthly, quarterly or annually, you'll receive the same total price - full transparency every step of the way.
| Annual Services Provided | Early Accumulation | Mid-Accumulation | Distribution Planning |
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| Client Profile |
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| Client Needs |
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| Written Financial Plan |  |
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| Ongoing Access to Dedicated Advisor | |
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| Cashflow Analysis and Budgeting Guidance | |
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| Quaterly Employee-Sponsored Retirement Account Review/Balance | |
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| Quaterly Financial Planning Newsletter | |
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| Risk Analysis | |
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| Savings Planning (Retirement, College, Savings, etc.) | |
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| Investment Guidance | |
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| Insurance Needs Analysis & Review | |
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| Estate Planning Needs Analysis | |
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| Distribution Planning | |
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| Annual Cost | $2,500 | $4,300 | $6,000 |