The RICH® Planning Experience


Understanding your unique financial needs both today and in the future is only the begining. 

We like to begin each new relationship by taking our clients through our comprehensive RICH® Planning Experience, a holistic, four-step discovery and planning approach to your total financial wellness.  

Together, we'll work toward your life's goals.

Step 1 - Relate

Relationships are the foundation of our practice. We seek to build rapport and earn trust by actively listening to your goals, objectives, challenges, and concerns so that we can learn not about only your financial needs, but also about you. 

Step 2 - Inspire

We commit to inspiring you to continually share your hopes, dreams, and fears -- no matter how big or small -- so that we can break through the inertia so common in life with planning efforts that stay a step ahead of your needs.

Step 3 - Compose 

Our team takes a thoughtful approach to developing a customized written nancial blueprint, introducing creative solutions and alternative strategies tailored to your unique situation. To ensure your plan becomes a reality, our team will collaborate with your other advisors on specific strategies and tactics for implementation, when appropriate.*

Step 4 - Hold Accountable 

Follow-up is key to long-term success.To ensure your plan remains on track, we'll meet with you periodically to review progress, address changes in your goals or objectives, and discuss any life events or economic factors that may warrant modifications to your plan.** 

*Clients are free to implement the plan recommendations with whomever he / she chooses. **Periodic reviews or updates require a new agreement and may be subject to additional fees. 


At Jacobs, Coolidge & Company, LLC, we want to be your financial advisory team for life.