ONGOING FINANCIAL PLANNING
Starts at:
$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
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A comprehensive Financial Plan covering all aspects of your life and goals.
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Guidance for implementing all recommendations,
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Secure online access to your financial plan and all recommendations.
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A client portal where you can see all your finances in a single location.
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Proactive contact- I'll contact you to set up your next meeting.
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Expect 3-4 Meetings during the first quarter of being a new client (described above).
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Quarterly meetings thereafter with a clear purpose and focus.
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Refining, Updating, and Monitoring of your Financial Plan.
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On-demand decision making and support via conference calls, meetings, and emails as new questions and goals arise.
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Referrals to other trusted professionals when requested.
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Coordination with your attorney and CPA where necessary.
Cash Flow & Income Planning
Retirement Planning
Major Purchase Planning (Home, College, Travel)
Investment Advice
Life, Health, Disability, and Long-Term-Care Insurance Review
Estate Planning
Social Security Strategies
Employee Benefits Review
