Our Values
At R+R Financial Partners, we value trust, commitment, accountability, and connection in our work. Led by Rene Russ, R+R’s values shine through. She is committed to establishing strong client relationships and is ambitious in her efforts to inspire employees and clients alike in reaching for their dreams.
Our Process
Our first discovery meeting begins with one question, “what’s important to you in life?” This meeting presents an opportunity for you and our team to step away from the numbers and figures to learn more about what you want from your life. This shared understanding then lays the foundation upon which we build your financial plan.
After our discovery meeting, the planning begins! This is where we take the complex and distill it to pursue your goals and reflect your values. We create custom financial roadmaps for each of our clients and provide financial education to empower your decisions.
Throughout the process, we show up as ourselves and expect nothing less from our clients. We want you to feel comfortable and inspired every step of the way. Once your financial plan has been implemented, the good stuff begins! We become your accountability partner and help nurture your plan to its fullest potential.