Ronda Koehler (CFP®)

Planning Specialties

Firm Specialties: RDFA provides financial planning and investment management for “delegators” on a Fee-Only basis; we accept no commission based compensation. These people generally fall into one of two categories, explained below: 1) Those that understand that they do not have the requisite skill set and aptitude to fully handle their own financial planning and investment management needs on their own. Because of this, they seek out a professional advisor. 2) Those that may have the requisite skill set and aptitude, but do not feel that they have the time to adequately handle their financial planning and investment management affairs. This awareness causes them to seek out a professional advisory relationship in order to allow them to concentrate on other areas. Our clients engage us to help them clarify and prioritize their goals and dreams, and determine how they can use their assets to reach them. Our goal is to help our clients create better futures by providing objective, personalized expertise and service. We do this through focusing on ongoing portfolio management, financial planning and life planning strategies. We have made a commitment as a firm to not only attempt to better the lives of our clients, but also to improve the quality of advice offered within our industry. Our hope is to help turn the industry into a true, respected profession.