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Your personal financial plan during a job search is a crucial and important component to a smooth life transition. It is difficult to devote the needed effort to your job search while thinking about your financial situation, so an important first step during a career transition is financial planning. Whether you are transitioning into another job or into retirement, we are here to help.

Through RPI, your job search has incorporated a comprehensive and confidential financial planning service for you. RPI has focused on working with Outplacement candidates for many years. RPI started working with Outplacement firms in the early 1980’s, assisting individuals from Fortune 500 companies. As a firm experienced in outplacement, RPI has the resources and experience to help you.

To get started, please complete the Confidential Financial Profile form by clicking the "Click Here to Get Started" button to the right. 


These powerful tools can give you a clearer picture of where you are today and where you are headed.


Create an investment strategy that’s designed to pursue your risk tolerance, time horizon, and goals.


Steps to consider so you can potentially accumulate the money you'll need to pursue the retirement activities you want.


A well-structured insurance program can help protect your loved ones from the financial consequences of unexpected events.


Understanding tax strategies can potentially help you better manage your overall tax situation.


Managing your money involves more than simply making and following a budget.


Manage personal affairs while you're alive and control the distribution of wealth upon your death.


How to strike a balance between work and leisure is just one aspect of the wide-ranging Lifestyle matters.