Your Financial Road Map

“When your values are clear, your decisions are easy.” - Roy Disney

Whether you receive your financial advice from the Internet, the nightly news, or a friend or family member, chances are you’ve felt confused, lost, or even frustrated. We get it. The foundation for knowledge and confidence is partnering with a professional that not only understands the financial implications of your decisions, but also understands why it matters.

At Rummel Wealth Management, you matter. Our investment plans aren’t structured around making a sale or building the largest client base possible. They are structured around your needs, objectives, and goals. That is why we use a unique process when working with you clearly identifying the goals and values on their financial road map.

This process is designed to help you explore your values, identify your goals, and gain a clear understanding of your financial health and future direction. This process is intellectually stimulating, emotionally rewarding, and highlights the responsibility financial advisors have to help our clients “live life on purpose.” Contact us today to get started with your value-based plan.