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Phone: 929-583-0063
Email: inquiries@planwithchloe.org
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CONTACT INFORMATION
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Business Hours
MONDAY - WEDNESDAY 9:00 am - 5:00 pm
FRIDAY - SUNDAY CLOSED
THURSDAY 10:00 am - 4:00 pm
Professional Disclosure
Financial Services
Chloe Rodriguez is a licensed independent financial professional with Revolution Financial Management (RFM), providing financial education, life insurance, and retirement products. No specific results are guaranteed. All strategies are subject to individual qualifications.
Administrative & VA Services
The administrative, workflow optimization, and virtual assistant services provided under the Plan with Chloe brand are independent of her affiliation with Revolution Financial Management.
Service Scope: While Chloe leverages over a decade of experience as a Senior Paralegal to provide high-level organizational strategies, these services do not constitute legal advice or paralegal services for hire.
Current Offerings: Please note that Plan with Chloe is currently focusing on executive administrative support. Bookkeeping and specialized tax preparation services are not currently offered, as Chloe is in the process of completing professional certifications in these areas.
"Join the Team" Opportunities
Opportunities to "Join the Team" refer to independent agent positions within Revolution Financial Management.
Independent Contractor Status: Joining the team involves becoming an independent contractor, not an employee of Chloe Rodriguez or Plan with Chloe.
Earnings Disclaimer: Success in this field is based on individual effort, licensing, and market conditions. No specific income is guaranteed.