At Richman Capital Management, we understand that exploring a new financial relationship can be daunting.
This is why our team wants to help you feel confident and comfortable with our wealth consulting process. This is just one more way we help to build genuine and long-lasting relationships with our clients.
Our advice can include counsel on all financial matters. We can consult with allied professionals on your behalf. Craig Richman is also a Certified Divorce Financial Analyst® guiding his clients after the divorce process.
The first step is a free consultation. There is no obligation, and this approach allows us to determine whether we’d be a good fit to move forward.
Once we decide to move forward, we’ll review your past money story, existing investments, and financial information to better understand your history, experience, and results.
We’ll share our analysis with you, including our recommendations to help improve your future outcomes.
You decide at this point whether to work with us moving forward. Whatever you determine, we’ll make sure you understand your options before you make your decision.
Let Richman Capital Management help you make life happen instead of letting life happen to you. Connect with us today and start living life with intention.