FAQ
Simple questions. Simple answers.
Don't see yours? Ask it in a free 30-minute conversation.
What does Riffle Strategies do?
We design financial plans for business owners and families, and we teach how money works in plain English.
Who do you work with?
Business owners with fewer than 100 employees, and families at a turning point: a new baby, a new job, a family business, aging parents, college, or retirement.
What does the first conversation cost?
Nothing. Education and planning is always free.
Do I need a lot of money to start?
No. Many people start with a plan, not a large balance.
Will you try to sell me something on the first call?
No. The first call is about your goals. If a plan makes sense later, we'll explain every piece before you decide anything.
Do you work with my CPA or attorney?
Yes, we add value to your existing team and work with them to get you the best results.
Are you licensed?
Yes. Cody is licensed in South Carolina and is or can be appointed in any state.
Where are you located?
Greenville, South Carolina. We meet in person in the Upstate and by video anywhere in the US.
How long does it take to build a plan?
It depends on your situation. Most plans come together over a few conversations.
Can I bring my spouse or business partner?
Please do. Plans work better when everyone who lives with them helps shape them.
What is the monthly seminar?
A free evening class on how money works, open to everyone. Register to get the location. Seminar details.
Do you offer workshops for employees?
Yes. We bring a free financial education workshop to your team. Learn more.
Are you hiring?
Yes. You can start part-time and grow into a full-time career. Join the team.
What does “riffle” mean?
A riffle is a ridge in a sluice box that catches gold while the water rushes past. We design those ridges for your money.
Start here
Still wondering?
Ask us directly. Thirty minutes, no obligation.
Book your intro conversation
Cody@RiffleStrategies.com