As a CERTIFIED FINANCIAL PLANNER(TM), I help tech professionals and their families become financially efficient so they can focus more on their career and family and less time worrying about their finances. My services are comprehensive, meaning I care about my clients’ entire financial picture, in order to create solutions for their individual needs. I do this with a product-agnostic approach and act as a fiduciary at all times with my clients, always placing their interests and needs first.My clients come to me when they:✔ Need help simplifying their finances, ✔ Are struggling to decide whether they should invest or go to cash,✔ Are looking for guidance on how to reach their future goals,✔ Would like to develop a strategy to pay taxes at the lowest rate possible, or,✔ Just want a second opinion on their existing portfolio, savings, or investments.With the everchanging financial markets, my clients are tired of putting all of their energy into: ❌ Trying to manage their finances while balancing careers and taking care of their families,❌ Worrying about being too concentrated in company stock without a diversification strategy,❌ Not knowing what will happen to their 401(k) in the next market downturn, ❌ Paying their taxes every year without a long-term strategy, or,❌ Getting personal attention from their advisor and trying to navigate the fees they’re paying.Within a short amount of time of developing a plan to follow, my goal is to have them:🎯 Sleep well, despite market volatility, knowing someone is watching their portfolio,🎯 Feel at ease because they know they have a way to address their future finances,🎯 Spend time and energy focusing on their career and families,🎯 Have peace of mind knowing what their dreams cost and,🎯 Receive regular check-ins to ensure their plan remains on track.I am here to help you balance your busy career while devising a strategy to pay less tax over time, understand your future costs and tailor a plan to solve these challenges. If you are ready to feel at ease with your financial concerns, then I invite you to send me a message here on LinkedIn or schedule a quick 15-minute introductory call where we can chat about what you’re looking for.Here is my calendar:https://calendly.com/planwithrob/15minRob Leiphart203-220-6474rleiphart@rbcapitalmanagement.com