A toolbox and trusted expert to help you make informed, confident decisions. 

ONGOING FINANCIAL PLANNING


This annual service includes two parts-- 

(1) INITIAL FINANCIAL PLAN  

and

(2) GUIDANCE + FOLLOW-THROUGH


STEP 1: THE INITIAL FINANCIAL PLAN

A collaborative process that takes place over a series of meetings.

The end result is a financial plan that that makes you feel confident about the direction you're heading and includes specific recommendations to get you there.

    What does an initial financial plan look like?

  We deliver clear, relevant, and concise information in a digestible format to inspire you to take action. 


  Each financial plan begins with a one page snapshot of your plan, followed by a prioritized check list of our initial  

  recommendations. A plain English analysis of your roadmap and our evaluation is included by topic area.

STEP 2:  GUIDANCE + FOLLOW-THROUGH 

]We are consistently available for calls, video, emails, and in-person meetings to help you accomplish our recommended actions (opening accounts, rebalancing investments, getting insurance quotes, etc.). 

What else?

We set a schedule to complete monthly revolving reviews of important components of your financial life. These monthly touch points require minimal effort on your part, but ensure that your details [e.g., employee benefits, insurance coverage, credit scores] are regularly reviewed.

You keep access to an individual financial planning portal where you have a comprehensive view of your financial picture. Model what-ifs and see how specific factors affect the projections of your financial future.

You also get scheduled check-ins and ongoing availability. You maintain access to a trusted expert to offer objective advice when you need it.

And finally, each year we meet for a full annual review to revisit your financial plan, update projections, and refine and adjust course as needed.


"Ongoing financial planning gives us the opportunity to design personal financial strategy

that consistently aligns with your highest values and ambitions." 


COMPONENTS TO BE REVISITED THROUGHOUT THE YEAR...

Saving Strategy

Employee Benefits + Insurance Review

Retirement Outlook

Budget Analysis

Investment Review + Rebalancing

Tax-Efficient Moves for your Evolving Situation

Education Funding +
Student Loans

+ Other financial topics relevant to you...

FEES FOR ONGOING FINANCIAL PLANNING

For ongoing financial planning engagements, you pay a one-time Initial Plan setup charge and then a monthly ongoing fee. Why do we charge this way?


Component 1: Initial Plan Setup (a one-time fee)

For Individuals: $850

For Couples and/or Families: $1,500


Component 2: The Follow-Through (continuing monthly, ongoing)

$99 to $255* monthly



*Quote will be provided during Intro Session.