Mountain River Financial, LLC
“We have found Rob to be very value additive. We fall into the camp of people who know generally what we should be doing, but with two busy careers and young kids, struggle with execution and simply having the time to make decisions. Rob is excellent at first preparing a holistic plan and then ensuring that all of its pieces are executed by tracking progress, sending reminders, and ensuring completion. We gain a lot of peace of mind knowing that someone is looking at the bigger picture and ensuring that all the parts of our financial plan are working together and nothing is being overlooked when we invariably get busy. He is extremely detail-oriented and reviewed all of our employment benefits to ensure that my spouse and I were optimizing everything from whose health insurance plan we should be enrolled in to other important details. He reviewed our prior tax returns and identified overpayments that immediately resulted in funds being returned to us. If you are a busy professional and need to outsource this part of your life, Rob is a huge asset. We are very happy working with him.”
