Our Process

We Are Often Asked What Makes Reffsin Financial Unique?


Process - blue

We think it has lot to do with:

  • The trust we have built from over 25 years experience
  • Making sure your priorities and goals are fully understood
  • Listening with empathy, and curiosity
  • Taking a holistic approach to financial planning
  • Believing in full transparency.
  • How we are compensated
    • A flat fee for the initial financial plan
    • Once engaged, we work on a blended fee schedule based on assets under management.