“Give every dollar
a purpose”

GET TO KNOW ME

Rumesh Senanayake

FINANCIAL ADVISOR

CFP IN THE MAKING & A HUSKY FOREVER

Communicating and connecting is what I do best. I strive to help individuals, families, and small business owners create a financial “life” plan that is hand-crafted just for them. I am passionate about finance and have mastered the art of communicating the facts to my clients in a not-so-daunting way. My goal is for my clients to feel a sense of peace when it comes to their finances, to know that the plan we create will help them reach their goals and aspirations in life. I am currently working toward my CFP (Certified Financial Planner) designation to increase the level of knowledge I provide my clients each day. I’m honored to have been selected as an honoree of the 2020 425 Business Magazine 30 under 30 award.

My wife and I are drawn to travel and try to visit a different country each year. When I’m not out touring the gorgeous landscape of Ireland, you will likely find me playing basketball, another passion I have. I had the privilege of playing for our home country (Sri Lanka) and have continued playing ever since. We understand that traveling and enjoying these other activities come at a price, so learning how to plan for it creates a sense of peace. This helps us know that we can enjoy these things while keeping on track of our financial “life” journey.

We pride ourselves on giving our clients a holistic view of their finances, not because it's useful, but because it's necessary.

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Financial Planning

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Financial Life

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Investment Management

The Process

1

Pre-Discovery

Pre Discovery

This is where we get to know one another. Here, I learn about you, what drives you, what goals and aspirations you and your family have, and what you are trying to accomplish.

2

Discovery

Discovery

The discovery stage can also be called the gathering stage. Here, we work on compiling a list of items, including raw financial data to better understand your current financial picture.

3

Plan Presentation

Plan Presentation

After analyzing your financial data, I will put together a working document/financial plan that will act as a roadmap to help achieve future milestones.

4

Investment Solutions

Investment Solutions

Depending on the personalized financial plans I’ve put together, investment solutions may be used to support your long-term financial goals.

5

Onboarding

Onboarding

Also known as the paperwork stage. If you choose to move forward with the plan presented, we will work on finishing up paperwork to finalize your financial plan and investment solutions.

6

Welcome to the SC Family

Welcome to the SC Family

This is my FAVORITE stage. It’s where I am officially your trusted financial advisor, and I get to call you my client(s).

Services

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Risk Management & Insurance Planning

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Education Saving Planning

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RSU/ISO Management

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Small Business Planning

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Retirement Planning

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Portfolio Management

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Cash Flow Analysis

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Debt Management

Fun facts about me

I’m a 2-time Hoopfest champion

Played basketball for Sri Lanka and toured around Asia, even playing in the Asian Games

Traveling and doing adventurous things is my mojo

I have 24 siblings… oops… that’s my wife’s fun fact

When it comes to trying new food, my answer is always YES.

Wanna grab lunch or coffee? Connect below.

Lets connect!

Phone: (425) 214 3655

E-mail: rumesh@scfinancialgroup.com

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