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LIFE MAP FINANCIAL PROCESS™

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HOLISTIC FINANCIAL PLANNING

Life Map Financial ProcessTM


LMFP - Step 1

Step 1: Crystalize your Goals and Objectives

Meet with your Personal Financial Coach and tell us about what’s important to you.


LMFP - Step 2

Step 2: Collect accurate hard data

Make sure we have an accurate financial picture of you and sign up for your Personal Financial Portal.


LMFP - Step 3

Step 3: Collaborate with our Team about you

We get a team of multi disciplined professionals together who will be involved in your plan.


LMFP - Step 4

Step 4: Construct your personal financial plan

We analyze everything from your investments to your estate plan and then we stress test to give you personalized recommendations.


LMFP - Step 5

Step 5: Collaborative Strategy Session

We will discuss our observations and results with you to get your feedback and go over different options to make sure the plan makes sense to you.


LMFP - Step 6

Step 6: Implementation Plan

We will help you prioritize what to do first and make sure that your plan gets done. Since we are product agnostic, we can search for the products that best fit you.


LMFP - Step 7

Step 7: On-going Monitoring

We will continue to work with you and monitor the plan. Sometimes even the best mapped out plans veer off course.


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Disclosure

Leo Rotman is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CA (CA Insurance License #4397336), CT, FL, GA, MA, NC, and TX. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Leo Rotman is licensed and authorized to offer insurance in California, but River Financial Group, LLC may not be. For additional information on California licensure status, please click here.

Leo Rotman is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 201 Jones Rd Fl 5, Waltham, MA, 02451, 781-398-1351. In this regard, this communication is strictly intended for individuals residing in the states of CA, CO, CT, FL, GA, IL, MA, NC, NH, NM, NY, TX, UT, VA, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Leo Rotman is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of CA, CO, CT, FL, GA, IL, MA, NC, NH, NM, NY, TX, UT, VA, and WA. As such, these services are strictly intended for individuals residing in the states referenced.

Leo Rotman is a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company.

River Financial Group, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither River Financial Group, LLC nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​

For more information about NYLIFE Securities LLC and its investment professionals.

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Our Location

201 Jones Rd Fl 5

Waltham, MA 02451

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Get in Touch

(781) 398-1351
info@riverfg.com
  • Our Founder and Firm
  • Special Needs Planning
  • Holistic Financial Planning
  • Educational Resources
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