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Virtual Financial Planning

Virtual Financial Planning

You can finally work with an advisor who understands your busy life, and works with you to achieve your goals in a fun, and innovative way. At Innovative Retirement, we believe that successful financial planning and investing can be completed from the comfort of your own home.

We understand that you are not looking for a pushy salesperson, but rather a professional, trusted advisor to help you achieve your financial goals. Innovative Retirement, LLC is the solution. Finding a financial planner used to be limited to those in your geographic region, but now, thanks to technology, we have the tools and processes to be able to work with anyone in United States.

Cody Rickaway is a CERTIFIED FINANCIAL PLANNER™ professional and adheres to a fiduciary status, meaning he has to do what is in your absolute best-interest. At Innovative Retirement, we work with individuals and families across the United States using a very robust process.

Our virtual financial planning process:

  1. Complete a 15-20 minute introductory call via phone or skype. The purpose of the call will be to get to know one another and gain a brief understanding of your goals and objectives.
  2. Next, I will email you a secure fact-finding discovery questionnaire that you can complete on your own time, save and come back to, at your convenience. You can upload any statements, tax returns, or other documents in a secure manner on my website
  3. I will complete an analysis of your situation and create a financial plan with actionable items for you to complete.
  4. We will schedule a Go-To- Meeting for us to review your goals, analysis, recommendations, and next steps.
  5. Any paperwork/investment accounts will be completed via DocuSign.
  6. Conduct semi-annual and annual reviews using telephone, skype, and Go-To- Meeting to monitor your progress.

Please click the link below to schedule a no cost, no obligation meeting with me to discuss your financial situation.

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