Ongoing Planning & Investments
Cost: See ‘Cost for Services’ button on Services & Fees page
Description: We build an ongoing relationship to walk you through the Financial Wellness system, maintain that system, and provide peace knowing a real human has your back and cares. Have confidence in knowing you have a person who has looked through your insurance policies, that your portfolio is diversified, we are collaborating with your tax professional, you have a plan for retirement spending, and we are up to date on all legislation and market changes.
We ask for at least a one year commitment with the intention of building a long term relationship. We will put our time and effort into this relationship and expect the same.