A Plan That Fits Your Life

FINANCIAL PLANNING

OUR APPROACH

We start with conversations, not charts.

You tell us what you want life to look like—now and years from now. We’ll build a personalized roadmap that aligns your resources with your vision. As your life evolves, so does your plan. We adjust together, keeping you on track and giving you confidence in every financial decision.

01.

Let’s connect and have a Conversation

Every great plan begins with understanding your story. We’ll talk about your goals, what’s on your mind, and what you want life to look like—today and years from now.

02.

We’ll Build Your Personalized Plan

With a clear sense of your priorities, we design a tailored strategy that brings together investments, taxes, cash flow, and long-term planning into one cohesive roadmap.

03.

We’ll Walk the Journey Together

Your plan evolves as your life does. We’re here for the milestones, transitions, and unexpected moments—adjusting the strategy and guiding you with steady reassurance along the way.

LET'S CONNECT

One-size-fits-all financial plans?
Not here.

Your financial plan should be more than numbers on a page — it should reflect your values, priorities, and the life you want to live.

At Redfish Capital, we take the time to understand your story. Then we design a plan that connects every part of your financial world — investments, taxes, estate goals, and future income — into one cohesive strategy built just for you.

A woman with curly hair and glasses, wearing a denim shirt, is smiling while talking on the phone and writing on a clipboard in a room with boxes and clothing racks.
An elderly couple sharing a joyful hug and laughter on a gray couch in a well-lit living room.

Our Planning Services

A coordinated approach to retirement, tax, legacy, and investment strategy—built around your priorities.

Personalized Retirement and Income Planning

Creating a dependable, long-term income strategy so you can enjoy retirement without financial uncertainty.

Estate Coordination with Trusted Legal Partners

Collaborating with vetted attorneys to ensure your estate documents support your goals and protect your family.

Multigenerational Wealth Transfer and Legacy Strategy

Helping you structure and pass on yours or your parent’s wealth with intention, efficiency, and family continuity in mind.

Goal-based Financial Modeling and Ongoing Review

Mapping out your financial future with clear projections and adjusting your plan as life evolves.

Tax-efficient Investment Alignment

Designing investment strategies that work smartly with your tax picture to preserve more of what you earn.

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KIND WORDS FROM OUR CLIENT

“The Redfish Capital team are so helpful to me and they are also a great group of knowledgeable people. I would definitely recommend them to all.”