The platform, called The LifePrint Advantage offers guidance to individuals seeking assistance with life’s important financial matters, presenting a complete departure from the industry standard.
Joshua Kadish, partner at RPG remarked "LifePrint is a process with which we have always provided our clients; we’ve made some slight enhancements and are packaging the steps to provide a transparent plan for how we approach one’s individual journey."
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Currently, RPG is a fee-based wealth management firm that develops specific plans for clients through an educational approach.
The new platform will deliver financial life mapping using technology in a five-step process that involves connecting with clients, identifying proper paths, presenting customized options, communicating frequently and monitoring progress.
Apart from serving individuals as well as corporations, RPG also maintains professional alliances with CPAs, outplacement firms, executive recruiters and attorneys.
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