Comprehensive, fee-only financial planning for individuals, families, and retirees in Geneva, the Fox River Valley, and beyond.
If one of these sounds like you, we should talk.
Each service is one part of a single coordinated plan. Nothing works in isolation.
The comprehensive plan that ties every piece together.
Evidence-based portfolios aligned to your plan and goals.
Multi-year tax strategy, coordinated with your CPA.
Protect what matters, pass it on as you intend.
Stay steady when markets and life test your nerve.
Rhodo Wealth was inspired by a collection of Rhodochrosite that Tim's grandfather, a career miner in Colorado, gathered throughout his life. These vibrant minerals symbolize the wealth of the earth, the value of hard work, and the careful stewardship of what we hold dear.
That's the lens Rhodo brings to your money: build it, preserve it, transition it with care.
Read the full story
Here's exactly what happens from your first email to your first plan.
15 minutes. We see if we're a fit. No pressure, no pitch.
Deep dive into your situation, goals, accounts, concerns.
Custom plan delivered in plain language with clear next steps.
Regular check-ins, plan adjustments, life-event response.
15 minutes. No pressure. No pitch. Just a conversation about whether Rhodo is the right partner for you.
Book a 15-Minute Intro Call