RAMA FINANCIAL, LLC

For your future. And theirs.

The RAMA FINANCIAL, LLC Client Process

STEP 1 - ENGAGEMENT

We take the time to listen to you and understand your unique needs, life circumstances, and goals.

STEP 5 - REVIEW

With you, we regularly review both your existing portfolio’s performance and your overall plan to ensure that we are adapting to any changes in your financial or personal circumstances or goals.

STEP 4 - MANAGEMENT

We work with you and the legal and tax advisor experts of your choice to ensure a consistent strategic approach.

STEP 2 - PLANNING

We work with you to develop a comprehensive plan to manage your entire portfolio of assets.

STEP 3 - IMPLEMENTATION

Once we have a plan that works for you, we implement that plan using a customized asset allocation strategy to ensure that you are on your way to meeting your financial and personal goals.