Ongoing Planning & Investments

Cost: Services Cost Sheet

Commitment: Ongoing

Description: This program is for those who are close to retirement, who are in retirement, or for those who have an ongoing complex financial situation that needs ongoing assistance. 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, you can call/email anytime, and who is 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.

what's included:

  • 2 – 4 meetings a year
  • Financial Roadmap
  • Unlimited emails & phone calls
  • Financial & budgeting portal
  • Investments & portal
  • Person dedicated to keeping up on markets, policy changes, and legislation shifts
  • Financial advocate calls
  • Ongoing support and accountability
  • Ongoing review and maintenance assistance in the 7 areas of Financial Wellness
  • Collaboration with your CPA, attorney, bookkeeper, etc.
  • An advisor who knows your name, your situation, and stands in your corner

What we cover in your financial roadmap

financial advisor

Monthly cash flow tracking & budget creation

financial advisor

Debt paydown plan & annual credit report analysis

financial planning steps

Retirement planning with recommended investment implementation

financial planning steps

Tax & estate planning review

financial help

Insurance & employer benefits review

financial planning steps

Goal funding planning with investment recommendations

Our process to achieve financial wellness

financial wellness process

the 7 areas of financial wellness

financial wellness

Want to find out more? Wondering about getting started with us? Go to our Contact Us page to fill out our Contact Form for a no strings and no cost 20 minute introductory phone call. You tell us about what’s going on, we answer any questions, then get you on the schedule.