This is where your personal game plan starts. We’ll work together to identify your needs, wants, dreams, and concerns too. I’ll analyze items like your financial statements, tax returns, cash flow and budget. From there we will create a plan of action that I will coach you through.
Once your financial goals are identified, we’ll build a customized investment portfolio to meet them. Leveraging RFG’s state-of-the art portfolio stress testing and risk assessment tools we ensure that your questions are answered, and needs are met. We’ll meet regularly to review your progress and adjust for any curve balls life may throw at you.Visit Steadfast
Similar to how sports teammates need to know what play has been called, all members of your team need to know your plan too. I will work with the applicable members of your team – the CPAs, Attorneys, Lenders – to make sure we’re working together on your behalf.
Access real-time statements and customized reports related to your financial plan. You can also organize and store documents that are important to your financial life, which may include a Trust or a Durable Power of Attorney, for example. This tool gives busy clients the peace of mind to know that everything they need is in one centralized location that you can access any time of day or night.See First Hand Our Client Portal Experience
Knowledge truly is power. I consider the teaching aspect of my job the most important – whether that’s in a private client meeting or a larger educational event. My larger events have included discussions on current market observations, investing in your values, and general wealth concepts. I’m especially passionate about educating women about money – without all the jargon so that they can focus on living Financially Fearless. See the latest initiatives here.
Recognizing that men and women think and talk about money differently, RFG created an educational website designed for women to learn how to live financially fearless.Visit StrongHER Money
Many people are confused about how their life insurance policy works and are unsure how to find out more, knowing it can be difficult to get objective advice from agents that work on commission. Many policies have not performed as expected leaving the policy owner unsure how to get more information. We bring clients through a process that reveals how their policy works, so that they know how to best manage it going forward.
If Chris Cipolla had her way, she’d change her title from Financial Advisor to Financial Goals Coach.
Because she knows good coaches inspire you to work hard and make smart choices. They are effective communicators and skilled educators. They help you leverage all your skills and resources so you can achieve success. Which is precisely what she’ll do for you.
And, by the way, Chris is an athlete who played college volleyball, so she knows a thing or two about the importance of having a really good coach leading your team.
Chris is also a mom of 2 young boys who understands what it means to have a busy, demanding life. We’ve all got a lot of balls in the air, trying to juggle our jobs, caring for children, serving our community — all while preparing for the future. Chris sees it as her job to make sure while you’re running around trying to keep up with life, your plans for the future remain focused and on track.
Chris is certified and credentialed, bringing nearly 15 years of experience to the table -- and a few awards, too, having been recognized as a Five Star Wealth Manager for the past three years.
*Featured in St. Louis Magazine. The Five Star Award is based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.