Reby Way to Lifestyle Sustainability™

When you hire the Reby Advisors team of CERTIFIED FINANCIAL PLANNERS™, you can expect a customized financial plan tailored to your particular goals and individual needs. We sit down with you one-on-one to assess your risk tolerance, your current asset allocation strategy, and your hopes and dreams for the future.

From this in-depth analysis, our team works diligently to develop a comprehensive financial plan that will help you work toward and sustain your lifestyle goals. We outline best practices to manage the risks in your life and measure your progress along the way. How do we do this? Through our Four-Step Process…

The Reby Way to Lifestyle Sustainability™ Four-Step Process

I. Clarify - In this exploratory meeting, we will explain and discuss how we can “strive to minimize the risks to your family’s lifestyle” by analyzing your entire financial picture in a measurable way.

II. Enhance - Through the use of a formal proposal, we will prepare an analysis of the possibility of outliving your income and assets, possibly the most critical risk you face. We will discuss the importance of your Lifestyle Sustainability Score™ and provide recommendations to help improve it.

III. Solidify - The third step in our process is about clarity, direction, confidence, and comfort. We will review the potential opportunities and, based on your comfort level, develop consensus where possible.

IV. Set the Expectations - We will explain in detail what you can expect from us in a potential long-term relationship, the roles and fiduciary responsibilities of your advisory team, and how to maximize the benefits of your relationship with Reby Advisors.