Ongoing Financial Planning

Financial Planning is not a one-time event, but a continuous process that requires attention and adjustment over time. Our ongoing financial planning is for reserved for clients who have completed a comprehensive overhaul of their financial plan and want to make sure their financial plan stays the course.

Step 1. Discovery

During this process our team works with you uncover information and gather data to gain insights that can help inform decision-making and problem-solving.

Step 2. Evaluate

During this process our team measures the effectiveness and quality of your current financial plan.

Step 3. Implementation

During this phase our team creates a step by step implementation plan for the areas that can use improvement.

Step 4. Monitor & Review

During this phase our team conducts periodic review meetings, to ensure the financial plan is still on track.

Material Covered

Individuals & Families

Cash Flow/ Net Worth Management

Major Purchase Planning

Tax Planning

Education Planning

Risk Management

Retirement Planning

Estate Planning

Employer Benefits review

Business Owners & Business

Cash Flow/ Net Worth Management

Business Valuation

Business Entity Review

Employee Benefits

Group Benefits

401k Analysis/Implementation Support*

Business Succesion Planning

What's Included

1 - 2 Meetings
Online client portal
Reasonable access via Phone/Zoom/Email for questions, concerns and changes to finances.
Access to a host of financial referrals (CPA, Estate Attorneys, Mortgage Lenders, etc. )

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