Our Approach

Ways to Engage

Our Process

Ways to Engage

From targeted financial solutions to comprehensive planning, Ruby Financial Group tailors the process to meet you where you are. We provide two main avenues for working with us, each designed to align with your needs and preferences.

Purpose Driven Services

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Comprehensive Financial Planning

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Purpose Driven Services

Our purpose-driven services address distinct financial questions with intentional, expert guidance. Each service is structured as a standalone solution to help clients move forward with confidence.

Basic Net Worth Summary
Investment Evaluation
Account Opening and Consolidation
Basic Protections Review
Milestone Based Meetings
Beneficiary Alignment
Annual Strategy Session

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Comprehensive Financial Planning

Our comprehensive financial planning process is designed to provide clarity at every stage. By considering the full financial picture, we help clients make informed decisions with purpose and direction.

Holistic partnership addressing all areas of your financial life
Ongoing, year-round collaboration and proactive planning
3 Strategy Sessions with Continuous Monitoring
Tax analysis and planning
Equity compensation planning (RSUs, ISOs, ESPPs)
Cash flow and budget optimization
Detailed retirement projections and income distribution strategies
Investment management and portfolio rebalancing
Estate and legacy planning coordination
Charitable and philanthropic planning
Coordination with CPA and attorney
Business planning and succession strategies
Insurance review integrated into overall financial plan
Risk management and asset protection strategy
Goal tracking and accountability between meetings

Our Process

At Ruby Financial Group, our process starts with getting to know you. We take the time to understand your goals, values, and what matters most in your life. From there, we thoughtfully review your financial picture and create a personalized strategy designed to support your goals today and into the future. We guide you through each step with clarity and care, and as life changes, we stay connected—reviewing your plan, making adjustments, and helping you stay on track with confidence.