Planning Services
At RhodeWay Financial, we pride ourselves on delivering high quality financial planning and literacy services to our clients in Rhode Island. Our services are designed to help clients evaluate their current financial situation and develop a  roadmap that aligns your lifestyle with your financial goals.
Financial Literacy Services
At RhodeWay Financial, we believe in the power of financial education. Our financial literacy services are aimed at empowering you with the practical knowledge and skills you need to make both day-to-day and periodic financial decisions with confidence. In addition to important concepts, we focus on the practical information individuals need to understand. For example, our First-Time Home Buyers workshop focused on different mortgage options that are available to buyers, the information you will need to provide to get a mortgage, income versus expense ratios, credit scores, the components of a mortgage payment, and other practical considerations.
From understanding financial concepts to managing personal finances, we provide you with the tools and resources necessary to navigate your financial landscape.
Financial Planning
Financial planning begins with a collaborative evaluation of a client's entire financial picture and then provides guidance and insights on how to address issues that may exist today and what steps may need to be taken to achieve their short-, medium-- and long-term financial goals. Our client’s goals include day-to-day budgeting and expense management, saving for a first home purchase, saving for a child’s education, and planning for a comfortable retirement.
In addition to planning for the future, we work with our clients to evaluate the risks to their plan and quantify the potential insurance needs to manage those risks. Finally, a comprehensive plan includes the consideration of final wishes through estate planning.Â
Financial planners develop valuable relationships with their clients to provide them with confidence today and a more secure tomorrow.
Strategic Partnerships / Professional Network
In addition to our financial planning capabilities, RhodeWay Financial has developed a network of subject-matter experts who, if needed, can be available to contribute to your financial plan. Our network includes lawyers, tax professionals, experts in social service offerings, investment advisors, and others.
Sign Up for Enriching Workshops
RhodeWay Financial offers our financial workshops at our offices in Providence and at partner organizations located throughout Rhode Island. Check our registration page for upcoming events designed to help you develop the confidence that comes with an understanding of financial concepts and requirements.
Reach Out Today
Are you ready to take control of your financial future? Get in touch today to learn more about our services and how we can help you achieve your financial goals.
