RHM Real Financial Planning

$150/hour

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Introduction: Hello! My name is Lucas of Right-Hand Man Financial Planning. I help people achieve F.I.R.E. (Financial Independence and Retire Early)and W.I.N. (Whenever I/You Need/Want). Using my methods to build wealth using the 3 Pillars of Wealth (Real Estate, Businesses, and Paper), you can start creating it today. Just like how I did a decade ago. No matter what part of the Wealth Life-cycle you are in, from your 20s on how to start out, your 30s-50s where your maximizing your income, or winding down in your later years and preparing your Legacy for future generations. I got you covered. In fact, I can help with the nuances of Financial Planning such as: Windfall Planning - Just come into some money? Time to make money with your money and cashflow so you can achieve F.I.R.E. and W.I.N. today. Small Business Planning - Looking to create your own business as a 1099 or even have employees? Time to write out your five year plan of success! Getting Married or Having Children? Time to see how your finances are going to work as 4.5 out of 10 marriages end in divorce. Beat the odds with proper couples financial planning! If you have any financial questions in between, don't hesitate to ask. Thank you, L. Thomas

Overview

Hired 20 times

Serves Phoenix, AZ

Background checked

3 employees

4 years in business

Payment methods

This pro accepts payments via Check, Credit card, PayPal, Stripe, and Zelle.

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Facebook

Top Pro status

Top Pros are among the highest-rated, most popular professionals on Thumbtack.

2023

Featured Projects

6 photos

Reviews

Customers rated this pro highly for work quality, value, and professionalism.

Excellent 4.9

11 reviews

5

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Read reviews that mention:

Jennifer D.

Jul 14, 2023

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Hired on Thumbtack

Lucas was so helpful and time efficient during our meeting. He got straight to the point and shared really great tips and advice. I’m looking forward to continue working with him on my business plans.

Details: Small business (fewer than 10 employees) • Startup (less than 2 years) • No business plan in place • Real estate • At the pro’s location

Business Consulting

Michael D.

Aug 11, 2023

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Hired on Thumbtack

He has been a big help with planning the best way to deal with my college debt along with building a budget!

Personal Financial Planning

Juliet P.

Jan 14, 2023

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Hired on Thumbtack

Answered all of my questions and gave me a lot of helpful information. Scope of knowledge based only on his personal experience which can be limited depending on your goals

Details: Small business (fewer than 10 employees) • Startup (less than 2 years) • No business plan in place • Financial services • At the pro’s location • Remotely (phone or internet)

Business Consulting

Michael B.

Apr 19, 2023

Lucas has fought for me like no one else I've worked with in any capacity. I can't say enough about RHM and Lucas. Luke has gone well above-and-beyond the call of duty -- mentoring me personally, working hands-on to help with my mortgage loan, and relentlessly pushing for my success in acquiring my first income property. His knowledge on the market, on the loan landscape, general financial literacy, and ability to adapt to my needs has been absolutely remarkable. Highly recommend!

Samuel T.

Jan 9, 2023

I have been working with Luke for a long time, and I have blown away by his level of expertise and professionalism. He has helped me navigate the complex world of 401ks, stocks, options, real estate, and taxes with ease. One of the main things that sets Luke apart is his ability to customize his approach to fit my specific financial goals and needs based on cutting edge economic data. He really takes the time to understand what I want to achieve and then provide personalized recommendations that are tailored to my situation. Second of all, I appreciate his ability to explain complex financial concepts in a way that is easy for me to understand. He has a talent for breaking down complicated topics and presenting them in a clear and concise manner, which has been a huge help. In addition to his in-depth knowledge of various financial products and strategies, he is incredibly responsive and always available to answer my questions. He is patient and takes the time to make sure I understand everything before moving forward. Overall, I am extremely impressed with the services provided by Luke and would highly recommend him to anyone looking to take control of their financial future. Five-Stars is not enough to accurately reflect my satisfaction with his work.

Credentials

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Lucas Thomas

FAQs

What should the customer know about your pricing (e.g., discounts, fees)?
There is 3 models: Flat Rate for Plans, Individual Advice, etc. Project Rate for expected hours of completion Subscription Rate which includes regular meetings, text service, and phone calls
What is your typical process for working with a new customer?
The 7 Steps of Financial Planning. Step 1: Understanding the Circumstances. Step 2: Identifying and Selecting Goals. Step 3: Analyzing the Client's Situation. Step 4: Develop the Plan. Step 5: Presenting the Recommendations. Step 6: Implementing Recommendation(s) Step 7: Monitor the Plan.
What education and/or training do you have that relates to your work?
I have nearly a decade in real estate, mortgages, and businesses. Helping people build portfolios of investments using the 3 Pillars of Wealth: Paper Assets Real Estate Businesses

RHM Real Financial Planning

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