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© 2021 by RINO INVEST LLC
Set Goals based on current income
Financial Math: Calculate path to reach goals
Assess Risk Level Tolerance
Portfolio Consulting & Rebalancing
Routine Benchmark of Progress towards goals
($100-$200/Hour & Tax)
A typical fee approach for clients seeking a one-time consulting engagement.
RINO INVEST Education Courses
Financial Tracking Templates (Excel, Power BI)
Minimum $100,000; a single advisory fee each year governing investment portfolio design and management as well as basic ongoing financial planning services (Quarterly)
Acquire Bank Statement’s or Proof of Funds from prospective client.
Assess Cash on Cash return of property and potential monthly cashflow.
Once the Investment assessment is complete and property is found. Enter into a PA agreement for the real estate purchase with client.
RINO INVEST will manage the property and take a pro-rated fee from the partnered clients cashflow in the property.
Matt Pettit serves as the Chief Investment Officer of RINO INVEST. He is a 2015 Graduate of Wofford College with a degree in Accounting. He also serves his country as a Captain in the United States Army Reserve.