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Rachel Schleer
Principal – Financial Advisor
CFP®, Chartered SRI Counselor™ (CSRIC®), CDFA®
My Approach
Life transitions often bring important financial decisions. I help clients understand their options, make choices that reflect their goals, and move into their next chapter with greater clarity and confidence.
The Clients I Serve
Pre-Retiree, Single Parent, Women & Female Leaders
Major Milestones I Specialize In
Divorce Planning, Retirement Planning, Widowhood
Our 7 Steps to Financial Planning
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.
Summarized from the CFP® Board's Practice Standards. cfp.net
My Process
My work with clients begins by understanding their lives, what matters most to them, and the changes they may be navigating. Financial decisions can feel especially complex during times of transition, so I create a supportive environment where clients can ask questions, explore their options, and move forward at a pace that feels manageable. Together, we take a comprehensive look at their financial picture, identify opportunities and potential challenges, and develop a personalized plan that reflects their goals. I help clients understand the financial implications of their choices so they can make informed decisions with greater clarity and confidence. Working collaboratively with the Birchwood team, I help clients put their plan into action and adjust it as their lives evolve. Clients can expect a relationship-centered approach, thoughtful guidance, and a steady partner to help them navigate change and build a financial life that reflects what matters most to them.
Disclosures
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.