Our Approach

At Princeton RADA Wealth Management, we believe clarity is power. That’s why our approach is anchored in process — not paperwork — confirming that every decision, adjustment, and strategy serves your goals with precision and purpose.

The Personal Financial Organizer (PFO)

Our work together begins with a proprietary tool we call the Personal Financial Organizer — or PFO.
It’s more than a document; it’s the blueprint of your financial life. The PFO captures the full picture — your assets, income, liabilities, goals, and priorities — and keeps it current as your life evolves.

Each year, we update and refine your PFO to reflect what’s changed — your family, your business, your ambitions. It becomes the continuity thread that connects every conversation and every recommendation, ensuring nothing is overlooked and everything remains aligned.

Coordination with your professional network

We recognize that your financial world doesn’t exist in isolation. The PFO also serves as a shared reference point between you, your CPA, attorney, and other professionals. This allows us to coordinate tax, legal, and investment strategies seamlessly — so every expert you rely on is moving in the same direction.

The Wealth Plan

From the foundation of your PFO, we construct a customized wealth plan — an interactive, scenario-based model that evaluates multiple strategies to identify the optimal path forward. It’s a living document that adapts as life changes — reflecting both opportunity and uncertainty with the same clarity.

Ongoing partnership

We view our role as a steward of your evolving financial life. That means staying in touch — regularly reviewing progress, anticipating changes, and ensuring your plan remains fully aligned with your goals. Life isn’t static, and neither is your plan. We’re here to adjust, refine, and recalibrate with you every step of the way.