For Individuals & Families

Like any tool, money can have a positive or negative effect on your life. The determining factor is not the tools, but the strategy behind their use. Our financial strategies are designed to turn money from a burden to a catalyst for prosperity. By focusing on and integrating the 6 areas of financial strategy, you can completely transform the financial outlook of your family for generations to come.

Are You A Good Fit?

We believe the best results come from building relationships with like-minded people whose approach to wealth creation reflects a distinct collection of ideal mindsets.

Challenging Mindsets

Scarcity-minded: They believe that resources are scarce, their future is bleak, and nothing can change that. They often feel that life is unfair.

Lack the desire to learn or change: They are comfortable with the status quo and like things the way they are. They feel they know enough and want to hunker down to just survive.

Unteachable: They are skeptical, doubtful, and usually don’t trust others. They remain close-minded and “dig in their heels,” resisting new ideas for fear of being manipulated.

Follow the crowd: They don’t know their own opinions. They’re not sure what they stand for. They have a tendency to do what is mainstream.

Wishy-washy: They are hesitant to make decisions and consistently second-guess any decisions made by worry and fretting.

Blaming or justifying: They often blame others or circumstances when things don’t go according to plan, justify why things don’t work out, or have excuses for non-performance.

Financial jellyfish: They usually have too much month left at the end of the money. Things never seem to work out financial. They borrow to consumer rather than conserve.

Discourteous and disrespectful: They are habitually late. They do not follow through, and rarely finish what they start. They are quick to judge others and rarely express gratitude.

Ideal Mindsets

Abundant-minded: They believe their greater future will be best achieved by collaborating with a team of experts. “We” not just “Me.”

Motivated to learn and change: They are willing to seek what they don’t know, because they understand that progress will come by continually innovating and improving.

Teachable: They have a healthy amount of skepticism but suspend their disbelief while they invest the time to learn. They are open-minded and willing to be influenced for the better.

Independent thinkers: They think for themselves and don’t have to follow the crowd. They want to apply new truths immediately.

Decisive in nature: They have the ability to weigh options and feel confident in the decisions they make while always moving forward.

Responsible and accountable: They take ownership for the decisions they make and the actions they take. They responsd with all of their ability and are accountable for their actions.

Financially disciplined: They have a track record of saving and accumulating their financial resources. They want to continually optimize all their assets and grow their wealth.

Courteous and respectful: They strive to always be on time, do what they say they are going to do, finish what they start, are naturally polite, and often express gratitude.

The Comprehensive Prosperity Blueprint

1. Self Directed Learning

Learn about the strategies at your own pace

***COMING SOON***

In this short video series, you’ll be introduced to financial concepts, ideas, and strategies that can transform your future. After the series, you will have the knowledge to enter the next meeting ready to move forward in your financial journey.

Click the button below to start the short video series.

2. Introduction and Fact Finding

Educate us on your financial goals and dreams.

Once Phase 1 is complete, you'll have the opportunity to book a 1 on 1 call with an advisor who will learn more about your specific financial circumstances, current strategies, and the goals you're looking to achieve.

During our initial meeting, you'll fill us in on you! We aim to learn your entire financial picture in order to develop a wholistic approach to your financial strategy.

3. Strategy Development

Our team of experts go to work for you

Phase 3 is all about strategy customization. Behind the scenes, our team of experts will go to work creating a plan customized for you.

We'll focus on what you are focused on; Your goals, your aspiration, and your concerns.

4. Presentation & Refinement

Discover your new financial strategy

Once your strategy is developed, we'll meet to present the plan. You'll get a clear picture on what can be achieved using the specific financial metrics you provided in previous meetings coupled with our strategies.

We'll use this time to make any required adjustments to the strategy to ensure it fits your every need.

5. Strategy Implementation

Putting the strategy to work

Together, we will initiate the preliminary steps for your Comprehensive Prosperity Blueprint which includes paperwork, underwriting, and coordinating with the financial institutions specifically recommended for your strategies.

Depending on the strategy, this make take as little as a few days, to as long as a few weeks.

6. Funding the Strategy

Finalizing implementation

Once approved and the paperwork is completed, funds are transferred directly to the financial institutions of your choice.

No payment is ever made directly to Red Tail Financial.

7. Accountability For Success

Ensuring ongoing success

Accountability is crucial for long term success of the strategy. To this end, you'll meet with your advisor on a quarterly or yearly basis (depending on your strategy) to address changes in the financial landscape both on a macro and micro levels.

Additionally, your advisor will always be open to scheduling a meeting to address any concerns you have in the interim.

FAQS

What are your fees?

Our discovery and planning consultations are free of charge to prospective clients. Once a plan is created, agreed upon, and in place, we are paid based on factors determined in the plan. Fees are paid through our strategic partners and will not be paid directly from our clients.

What are your financial strategies?

We use a variety of financial strategies, depending on our clients' individual needs and goals. Our strategic partnerships intertwine management of the 6 areas of financial strategy: Asset Management, Credit Management, Cash Flow Management, Risk Management, Tax Minimization, and Legacy Planning. While most individuals compartmentalize these 6 areas, we believe in a wholistic approach where all areas work together for the overall needs and goals of our clients.

How often will you communicate with me?

During the initial planning and implementation phases, regular communication is key. We suggest meetings no further than 1 week apart during this time. After a plan is in place, we communicate monthly with general updates, then quarterly or yearly based on the strategy in place.