Our Process

We walk each client through a comprehensive financial planning experience, which becomes the foundation for building a solid financial plan. It’s not painful or awkward. In fact, most clients find it to be fun. It’s a tool that helps you look down the road and dream of what the future may hold. In almost every instance, our clients come away from the experience with a greater understanding of their financial future and the confidence to live securely today. That’s the value in finding your path.

cairns-process

Purpose. Cause. Passion.


At Rock Island Wealth Management, we hold in high regard a stated purpose, cause and passion which is quite simply:
We strive to Create, Preserve and Transfer wealth — for our clients.