Clients choosing this lower cost option get a customized Investment Policy Statement, one-on-one time with Revalue's paraplanners, access to RightCapital (financial planning software), and peer-to-peer collaboration and educational resources within the Collaborative (Revalue's online community).
Interested in knowing more? Check out our Client Brochure (Form ADV),
which details our backgrounds, services, and fees. Our fees are also detailed in this standalone document. Not ready for a full-service relationship with an advisor or having someone else manage your portfolio, but still in need of guidance, resources, and education? This service is for DIYers like you!
Under the Trusted Guidance Plan, investors maintain their own account administration. Quarterly huddles keep Revalue updated on your goals, circumstances, and ideas, and keep you up to date with the latest market information, research, and strategy to keep you focused on your investment goals. The Trusted Guidance Plan also includes annual reassessment of your Prosperity Plan to account for changes in your financial data and the setting of new goals. Revalue is on-call for its Trusted Guidance clients year-round.
contact
