Get Matched

How IT Works

Cut Through the Noise. Get the Right Fit.

Finding the right wealth advisor isn’t about credentials alone — it’s about alignment.
Rikesa exists to quietly and rigorously match you with a fee-only wealth advisor whose expertise, philosophy, and approach genuinely fit your financial life.
No sales pressure. No conflicted incentives. No endless interviews.

Get Matched For Free

A Simple, Guided Process — Designed Around You

Rikesa follows a clear, step-by-step approach to help you connect with the right fee-only wealth advisor. Each step is designed to understand your situation, remove uncertainty, and give you confidence before making any commitment.

Step 1: A Thoughtful, Confidential Assessment

You begin with a short but meaningful questionnaire designed to understand:
  • Your financial profile and complexity
  • Business ownership, liquidity events, or upcoming transitions
  • Investment philosophy and risk preferences
  • Planning priorities (tax, estate, retirement, philanthropy, etc.)
  • What has and hasn’t worked with advisors in the past

This isn’t a lead form. It’s a diagnostic.
Rikesa uses this information to form a clear picture of what type of advisor you actually need — not just what’s commonly marketed.

Step 2: Independent Vetting & Intelligent Matching

Behind the scenes, Rikesa evaluates your information against a curated network of rigorously vetted, fee-only advisors.

Every advisor in the Rikesa network is screened for:
  • Fiduciary, fee-only compensation (no commissions, no product sales)
  • Depth of experience with situations similar to yours
  • Investment and planning philosophy
  • Communication style and client approach
  • Professional integrity and long-term orientation
The goal isn’t to present you with options — it’s to identify the best fit.

Step 3: A Brief Clarity Call with Rikesa

Once a match is identified, we schedule a short, focused call with you.
On this call, we:

  • Review your goals and context
  • Walk through why a particular advisor was selected
  • Answer questions before any advisor introduction
  • Confirm that the match makes sense to you
Nothing moves forward without your consent.

Step 4: A No-Pressure Introductory Conversation

If you approve the match, Rikesa introduces you to the advisor for an initial, no-sales conversation.

This meeting is intentionally different from a typical “first pitch”:
  • No pressure to engage
  • No products being sold
  • No obligation on either side

In most cases, and with your permission, the advisor will prepare a detailed, specific planning outline tailored to your situation — demonstrating how they would think about your financial life.

Even if you choose not to proceed, clients consistently find these plans alone to be worth thousands of dollars in insight and clarity.

Step 5: You Decide — Rikesa Steps Away

If you’re happy with the fit and choose to move forward:
  • You work directly with the advisor
  • There is no ongoing involvement from Rikesa
  • No hidden incentives, overrides, or influence
Rikesa exits the process entirely.
Our role is not to manage the relationship — only to help you begin the right one.
  • Advisor-neutral
We are not employed by any advisory firm
  • Fee-only focus
No commissions, no product incentives
  • Fit over volume
Fewer introductions, better outcomes
  • Designed for complexity
Built for business owners and high-net-worth lives
  • Discreet and independent
Your information is handled with care and restraint

The Result

Confidence — not just in an advisor, but in the right advisor for you.
When you’re ready, Rikesa helps you move forward with clarity, independence, and peace of mind.

Start With Clarity — Not a Sales Pitch

Answer a short questionnaire so we can understand your situation and goals. From there, Rikesa handles the work of finding the right advisor.
Get Matched For Free