CORE CONCEPTS
What does it mean to be a part of the RIM Family?
1. An alignment of interests
2. Age in Reverse
It's said that Google gets .000000003% better with each search. When compared with tangible products that decline in value with each use Google actually gets better.
The goal of each client relationship is to get better with each meeting. This happens because we are uncovering new information and inputting it into the model. The relationship is fluid and growing versus static.
3. Take the Long View!
This has become the mantra of the RIM Family. We believe in building plans that allow for time to work on our behalf. Time, Compounding and patience have a profound impact on reaching goals.
THE PROCESS
Let’s Get Started
The Process
1. Introduction
A phone call, Zoom session or in person meeting will give us both the opportunity to make sure your situation matches our knowledge.
If we aren’t the right financial planning firm to help you, we will happily point you to the right specialist for your unique needs.
2. Gather & Stay current with Data
Leverage technology like RightCapital, Albridge and Microsoft Office Forms to take the pain out of the information gathering and maintaining process, so that all that is left is the conversations/advice that matters to YOU.
3. Discuss Strategies
During this step we sit on the same side of the “proverbial” table to find the strategies that will help you and your family take the next step towards pursuing your goals.
4. Implement & Grow
During this step we will take the strategies discussed in Step 3 and implement. From there we will meet based on the agreed upon schedule to ensure we make necessary adjustments overtime.
Repeat…
Meet Paul
Paul Karnes
FOUNDER
Paul started RIM Financial with the intent of working with clients his age from Generation X & Y. There are so many decisions that are made during this time, having a trusted advisor can help avoid some of the common mistakes and take advantage of opportunities.
Outside Work: Paul loves going to college basketball games, cycling and spending time with his family. He and his wife Kara have three children, Rawls, William & Emma Mae. Paul is the co-founder of The Meet at the RIM Summit held each May in Charleston, SC.
Hometown: Charleston, South Carolina
Founded RIM: 2016
Above the RIM
Featured
Contact
Contact
paul@meetattherim.com
(843) 377 - 6318
LOCATION
570 Hobcaw Bluff Drive
Mount Pleasant, SC 29464
OFFICE HOURS
By Appointment