One Year Fee For Service Planning
What's In the Plan?
Meeting 1:
Introductory Call
Our process begins with an introductory call, where we get to know you and your financial aspirations.
Meeting 2: Planning the Plan
Plan Presentation and Discussion
Next, we have an intake meeting to confirm numbers and discuss your goals and concerns in detail. This step is crucial in understanding your financial landscape and crafting a plan that works best for you.
Once we have all the necessary information, we’ll present your customized plan, results, and recommendations. We’ll discuss every aspect of the plan with you, answering any questions you may have and making modifications based on your preferences.
Meeting 3: Modify Plan
Complete Written Plan + Analysis
We’ll discuss every aspect of the plan with you, answering any questions you may have and making modifications based on your preferences.
After finalizing the plan together, we’ll complete a written plan and analysis, ensuring you have a clear roadmap to financial success..
Quarterly Meetings
Monthly Messages
Our services include quarterly meetings with your dedicated advisor, ensuring you’re always on track to meet your goals.
Our Advisors keep you up on the ins and outs of market trends and company goings-on with monthly video messages!
Quarterly Market Review
Administrative Support
We offer quarterly market reviews to keep you updated on the latest market trends and developments.
Our admin support team is here to assist you with any administrative tasks, making your financial journey as smooth as possible.
“Next Steps” Support
On-Call Planning
We also provide implementation support to help you put your financial plan into action.
And with on-call planning, you can rest assured knowing that your advisor is just a phone call away whenever you need guidance or support.