Personal financial planning should be personal. We use the Money Quotient True Wealth Process™ to help you create a vision of your ideal future and a plan to realize this future.
The investment management process flows naturally from the Financial Planning Process. We get to know you and your goals, means and objectives and match your investments to your needs.LEARN MORE
A plan is a great start, but if it is not implemented, it fails to bear fruit. Rothman Investment Management’s Financial Coaching service provides ongoing guidance and implementation support.
Contact us for special business and personal finance projects.