Before RFL Wealth, We Were Just… Guessing
When it came to our finances, we were kind of running around without clear direction.
We didn’t really have a structured plan. We were doing things here and there but didn’t fully understand how it all connected. It felt scattered.
Working with RFL changed that. Saad helped us structure everything—he broke it down into simple “buckets” for investing and saving, so we could clearly see where our money was going and why.
Now, We Have a Clear Path to Our Retirement Goals
One of the most valuable things RFL did for us was get us to think about where we wanted to be at retirement—and then work backwards from there.
With that goal in mind, we were able to build a plan that feels realistic, achievable, and tailored to us. Today, we’re much more at peace with our financial health because we know we’re on track.
It’s Easier to Focus on Life When You’re Not Second-Guessing Your Finances
The last few years have been stressful for physicians, no doubt.
But having a clear plan with RFL Wealth has brought us so much peace of mind. We know that everything we’ve planned out is moving in the right direction.
Anything else we do now feels like a bonus—not a necessity to survive.
The Impact for Our Family
✔️ Structured financial plan with clear buckets
✔️ A retirement plan we’re confident in
✔️ Peace of mind knowing we’re on track
✔️ Freedom to focus on living life, not stressing over finances
✔️ Confidence to pursue other goals without fear of falling behind
“Because of RFL, we know exactly where we’re going—and anything extra is just a bonus.”
Why We Keep Referring Others to RFL Wealth
We’ve already referred so many of our colleagues to RFL, and we’ll keep doing it.
When you find a team that gives you clarity, confidence, and peace of mind, you naturally want others to benefit from it too.
