RTD Financial Advisors, Inc. / Financial Advisor in Bonita Springs, Florida
Monica Garver, AIFA, CDFA, CFP, CPA
RTD Financial Advisors, Inc.; specializes in working with business owners, corporate executives, medical professionals, and heirs of estates.
Our mission: With unrelenting passion, RTD's mission is to help our clients achieve financial freedom so they may experience balanced and fulfilling lives.
We start with DISCOVERY, where we reach beyond the quantifiable into the potential, the possible, and maybe even the fanciful. We step away from what you have been doing, and instead set out to discover what you would like to be doing. Not with your investments, but with your life. This is the first step toward being free from a lifetime of financial limitations.
Once we've learned what's important to you, and have your relevant financial data, we begin to PLAN. We develop detailed recommendations and alternatives carefully researched and not just based on the best financial practices, but on your goals and values. Some of our clients have seen their lives take off in new directions as a result of our work together. Others have resumed their prior routines with renewed vitality and deepened commitment. Both groups share clarity of purpose that their lives didn't hold before and both enjoy the freedom of living as fully as possible according to their own values, minus the headache of complexity and the heartache of uncertainty.
Our clients come from diverse backgrounds and have accumulated wealth in a multitude of ways. As business owners, corporate executives, medical professionals or heirs to an estate, all of our clients share a common vision: the desire to live life to the fullest. Our only requirement for clients is that they embrace Financial Life Planning and have a desire for personal discovery, be involved in the planning process, and have the desire to Free Themselves.
About RTD Financial Advisors
RTD Financial Advisors, Inc.; specializes in working with business owners, corporate executives, medical professionals, and heirs of estates.
Our mission: With unrelenting passion, RTD's mission is to help our clients achieve financial freedom so they may experience balanced and fulfilling lives.
We start with DISCOVERY, where we reach beyond the quantifiable into the potential, the possible, and maybe even the fanciful. We step away from what you have been doing, and instead set out to discover what you would like to be doing. Not with your investments, but with your life. This is the first step toward being free from a lifetime of financial limitations.
Once we've learned what's important to you, and have your relevant financial data, we begin to PLAN. We develop detailed recommendations and alternatives carefully researched and not just based on the best financial practices, but on your goals and values. Some of our clients have seen their lives take off in new directions as a result of our work together. Others have resumed their prior routines with renewed vitality and deepened commitment. Both groups share clarity of purpose that their lives didn't hold before and both enjoy the freedom of living as fully as possible according to their own values, minus the headache of complexity and the heartache of uncertainty.
Our clients come from diverse backgrounds and have accumulated wealth in a multitude of ways. As business owners, corporate executives, medical professionals or heirs to an estate, all of our clients share a common vision: the desire to live life to the fullest. Our only requirement for clients is that they embrace Financial Life Planning and have a desire for personal discovery, be involved in the planning process, and have the desire to Free Themselves.
About RTD Financial Advisors
Specialties
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