ONGOING FINANCIAL PLANNING
$1,250 per quarter
(Annual retainer, billed quarterly)
This service offers a thorough and extensive examination of your situation and the development of a customized Financial Plan. Everything—including our conversations—is driven by your goals and your objectives. I’ve provided a list of some of the topics that could be included in our discussions.
This list is not intended to be 100% comprehensive. Rather, it is intended to demonstrate how holistically I work with you. You may have concerns that are not included in this list. Not to worry, I will help you with other issues as well.
What You Get
A comprehensive Financial Plan covering all aspects of your life and goals.
Guidance for implementing all recommendations,
Secure online access to your financial plan and all recommendations.
A client portal where you can see all your finances in a single location.
Proactive contact- I'll contact you to set up your next meeting.
Expect 3-4 Meetings during the first quarter of being a new client (described above).
Quarterly meetings thereafter with a clear purpose and focus.
Refining, Updating, and Monitoring of your Financial Plan.
On-demand decision making and support via conference calls, meetings, and emails as new questions and goals arise.
Referrals to other trusted professionals when requested.
Coordination with your attorney and CPA where necessary.
Cash Flow & Income Planning
Major Purchase Planning (Home, College, Travel)
Life, Health, Disability, and Long-Term-Care Insurance Review
Social Security Strategies
Employee Benefits Review