Ongoing Financial Planning

This service is ideal for clients who want hands-on, long-term support with their financial planning. We build a relationship designed to evolve as your life and goals change.

This service includes:

• Initial comprehensive financial plan
• Action items and personalized recommendations
• Implementation assistance
• Quarterly formal review meetings
• Ad-hoc meetings available when life changes
• Assets, liabilities, cash flow, and budgeting analysis
• Short-term and long-term goal setting
• Tax planning and optimization
• Estate planning support
• College planning guidance
• Employee benefits optimization
• Insurance needs analysis
• Ongoing access via email, phone, or virtual meetings