How we work with you
A simple process that turns money stress into a written plan, and a partner who stays with you.
Three simple steps
1
Start with a free strategy call.
Fifteen minutes on Zoom or by phone. Tell us what is on your mind: retirement income, taxes, cash flow or a decision you are facing. We will tell you plainly whether and how we can help.
2
Get a written plan.
We map your cash flow, taxes and income sources, then hand you a plain-English roadmap with the exact next moves, in order.
3
Keep a Family CFO in your corner.
Ongoing coaching and reviews keep the plan current as life changes. Meet on Zoom nationwide, or in person by appointment in Elkridge, MD.
“Bobby is highly professional and is exquisite in the ability to provide honest and accurate information… He was skilled and delivered our consultation with intricate and accurate information that was not overwhelming.”
— CHELSEA T., RFG CLIENT
FAQs
Do you work with families outside the Washington, DC area?
Yes. We serve clients nationwide. Most meetings happen on Zoom, and we meet in person by appointment at our office in Elkridge, MD.
What does it cost?
Our fees are flat and published on the How We Work Together page: coaching from $75 a session, with planning and advisory quoted in writing before any work starts. No hourly meter.
Who is Renner Financial Group?
We are a Family CFO practice led by Bobby Renner. We help families build tax-free retirement income, take control of their cash flow and stop guessing about money. Control, clarity and freedom are the goal.