This service involves working one-on-one with a planner over an extended period of time. By paying a fixed fee, clients get to work with a planner who will work with them to develop and implement their plan. 

The planner will monitor the plan, recommend any changes and ensure the plan is up to date. Our clients will be taken through establishing their goals and values around money. 

They will provide information to help complete the following areas of analysis: net worth, cash flow, insurance, credit scores/reports, employee benefit, retirement planning, insurance, investments, college planning, and estate planning.

Once the client’s information is reviewed, their plan will be built and analyzed, and then the findings, analysis and potential changes to their current situation will be reviewed with the client. 

Clients subscribing to this service will receive a written or an electronic report, providing the Client with a detailed financial plan designed to achieve his or her stated financial goals and objectives. 

If a follow-up meeting is required, we will meet at the Client’s convenience. The plan and the Client’s financial situation and goals will be monitored throughout the year, and follow-up phone calls and emails will be made to the client to confirm that any agreed upon action steps have been carried out. 

On an annual basis, there will be a full review of this plan to ensure its accuracy and ongoing appropriateness. Any needed updates will be implemented at that time.

*Complexity such as the number of rental properties, business owners and if you want us to manage your investment assets may change the price. After your complimentary meeting you will receive a detailed quote*