Why do I need a professionally supervised financial plan?

Personal financial planning is more complicated than many people realize.  Costly mistakes are easy to make.  And there is a lot of conflicting advice.  Your Rockport Wealth Plan will allow you to develop your own customized plan with the assurance of having a professional financial planner looking over your shoulder.

How do I get started?

Only 3 easy steps:

  1. Enter Your Contact Information…just five questions to initiate your membership.
  2. Register Your Account to establish your payment information.
  3. Add Personal Information to further personalize your membership and begin the planning process.

How often will I have access to my financial information?

Our state-of-the-art technology will allow you to have access to your plan 24-7.  You can update your plan, ask questions and try “what-if” scenarios whenever you want.

Do I ever get to communicate with a “live” human being?

Yes, we are always here to help you.  From your initial plan development to all your questions along the way, you’ll have easy access to our team by simply sending us a message.  We always reply within one business day.

What are your fees?

We keep it simple.  Our initial financial planning fee is $250 and your ongoing membership is $50 per month beginning in your second month.

What’s the best way to contact you?

Just send a message to myplan@rockportwealth.com.  We respond to all messages within one business day.  Usually sooner.

How do you define success?

Every client’s financial goals are different, so success in reaching those goals will look different too.  Success comes from properly setting goals, building a plan to meet them and then monitoring that plan to stay on track.  This ultimately gives each client a greater sense of security and well-being.

Where can I see my plan?

Just come back to this website (myrwplan.com) and click the Member Access tab at the top of the page.  You’ll be able to login to your membership anytime you’d like.

Can I cancel my membership?

Your initial commitment is only for one-year.  After the first year, you may cancel at any time.

How do I cancel?

Just send us message and your account will be closed by the end of the following business day.  No hassles.  No questions asked.