Not sure what the current financial markets have done to your short or long-term goals?  Uncertain of where to start the financial planning process?  Work with a Certified Financial Planner to complete a financial plan covering topics like retirement planning, estate planning, college funding, budgeting, etc.  This can involve up to three 1 1/2 hour meetings to develop an overall plan, review a current plan or to discuss one or two specific topics of interest.

Rick Repelewski, Mason Rice parent, is a certified financial planner with nine years of experience.  He has a B.S. in Management for the US Air Force Academy and an MBA from NYU.  His primary focus is holistic financial planning, reviewing all aspects of his clients' financial situation including retirement planning, education funding, budgeting etc.