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Our Process

Our Process

Rhodes Capital Management is proud to offer comprehensive services that are personalized to the unique needs of each individual client. Whether you are in need of financial planning, wealth management, insurance, estate planning, retirement income planning, or tax mitigation strategies - my firm can help you achieve the financial peace of mind you and your family deserve.


My expertly designed process ensures that you are at the helm of your financial life, and feel confident in making decisions to pursue your goals as you approach retirement.


  • Step One - During our initial consultation, I will take the time to get to know who you are. Prior to making any recommendations, it is essential that I get to know you on a personal level.
  • Step Two - Once we have established a working relationship, I will request copies of your financial documents for review. I will also have you fill out a risk profile, so that we can have a better idea of your risk tolerance for investing.
  • Step Three - After our first two conversations, I will present solutions and strategies that will help you reach your previously defined objectives.
  • Step Four - After reviewing possible solutions and products with you, I will create a custom strategy tailored to your exact needs.
  • Step Five - Once approved, I will implement your plan into action. Constantly monitoring its efficacy, I will ensure that your plan stays on track, and your vision remains at its core.