It only takes a ripple
Let's work together. It's your financial journey, chart the course.
Financial Planning
Take a deep dive into your full financial picture. We’ll help navigate and provide sound advice on how to achieve both your short- and long-term financial goals. From saving for college and planning your retirement to effectively managing your taxes and insurance, Rossby Wealth is here to guide you.
Tax Planning
Open communication on your tax situation is a key pillar to long term planning. Whether you have a CPA/Account relationship or want to work with ours, the focus remains to get you in the best situation possible to achieve your family goals.
Risk Mitigation
We review all coverages on your family for personal and business assets to ensure that you have the best protection available.
Investment Management
When we balance your family goals and profile with available assets, we want to select managers that have solid due diligence and track records. Hard assets are also of consideration for us and will track those in your systems for your benefit.
Estate & Trust
Within Rossby we want to make sure all of your documents are working properly per your wishes. We will give you our comments but a coordinated effort with your council is best.
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Financial planning is more than retirement goals.
Rossby Wealth helps you plan for life's adventures along the way.
Meet Our Financial Planners
Andrew J. Evans, MBA
CEO, Rossby
As the head of this organization Andrew’s daily activities range from Advisor/Client engagement to paying the internet bill. With a solid background in client engagement and a love of technology, Andrew builds Rossby's Client Experience to never out grow the client needs with the help of the amazing people around him.
Stephen Florio
Advisor
Pricing
​A cost structure built for you.
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Individual Plan
This plan covers one person’s individual financial situation and goals.
$25
/month
Pay $25 each month for a 12 month period​
Monthly reoccurring financial planning costs do not include fees for additional services (i.e. investment management, insurance premiums). Investment and insurance products costs vary and will be reviewed prior to contract. For more information, please contact us directly.
Joint Plan
This plan covers two people’s shared financial situation and goals.
$40
/month
Pay $40 each month for a 12 month period​
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Monthly reoccurring financial planning costs do not include fees for additional services (i.e. investment management, insurance premiums). Investment and insurance products costs vary and will be reviewed prior to contract. For more information, please contact us directly*
​Waves of engagement through life
​​Wherever you are in your financial journey, Rossby's compass can help you navigate to your destination.
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Plan on your own or use guided help
DISCOVERY
Together, we'll take a deep dive into your cash flow and discuss your financial goals. A couple of other important things that we'll cover here are financial efficiencies and your net worth inventory.
BUILD NET WORTH STATEMENT
This is where we put the pieces in place. Your financial planner will complete an asset risk review and value at risk analysis to fully understand your current situation.
IMPLEMENT STRATEGY
It's time to make your money work for you. A custom plan is created to meet your goals. Your financial planner will go over the details with you in a straightforward and easy to follow manner.
ACCESS YOUR CLIENT PORTAL
All clients will receive access to their own secure portal to view their financial plan, accounts and more. Our client portal makes it easy for you to stay on top of your finances.
CHECK-IN MEETINGS WITH YOUR PLANNER
Staying on course with your plan is important if you want to reach your financial goals, and having the right person to help can make all the difference. Your financial planner will schedule a monthly video call with you to see how you are doing and address any changes in finances as they arise.
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CONTACT US
