How it Works
Tell us What you need
Complete the contact form and describe the financial question, organizational need or bookkeeping support you’re looking for.
Receive Clear Next Steps
During your session, we’ll review your needs and provide practical explanations, organized information, and clearly defined next steps.
Schedule your Session
We’ll confirm the appropriate service, price, appointment time, and any information you should provide beforehand.
Frequently Asked Questions
-
RWM offers educational portfolio setup and organization, financial consultations covering subjects such as budgeting and debt planning, and bookkeeping support for individuals and small businesses.
-
Click “Schedule a Consultation” and complete the contact form. We’ll discuss what you need and determine which service is the best fit.
-
RWM provides straightforward, affordable, one-on-one support without unnecessary complexity. Services are tailored to your specific questions, goals, or bookkeeping needs.
-
Use the contact form on this website or click “Schedule a Consultation.” We’ll respond with available appointment times and the next steps.
-
Portfolio setup and organization is $100. Financial consultations are $50 per 30-minute session, and bookkeeping services are $100 per hour. Any additional costs will be discussed before work begins.
-
The process begins with a conversation about your needs. You’ll receive clear explanations, practical next steps, and an upfront understanding of the service and price.
RWM provides educational financial guidance and bookkeeping support. Services do not include legal, tax, securities, or investment-advisory services unless separately licensed or registered.