Ongoing Services
Ongoing or One-Time?
Ongoing planning services may be best for you if some of the following apply:
You prefer to delegate
You'd prefer to spend less time managing your finances
Life seems to always be on the move with a fair amount of changes
You prefer to have an ongoing financial ally and partner
You want guidance on many different topics as they come up
You either don't enjoy or don't feel comfortable managing your finances
To read about our one-time services, click here. If you aren’t sure which is best for you, let’s discuss both options during a free consultation.
Ongoing Financial Planning &
Investment Management
With ongoing financial planning and investment management, there is an upfront cost and an ongoing annual cost paid monthly. Both are fixed amounts and all-inclusive, meaning financial planning and investment management are fully included in the price. It’s transparent and straightforward, because you shouldn’t need to perform multiple calculations to know what you’re paying.
For most families, the upfront cost ranges from $1,400 to $3,000 and the monthly cost ranges from $350 to $900. The cost is based on complexity. Some examples of factors that increase complexity include stock options and RSUs, owning a small business, investing in real estate properties, and additional tax planning associated with higher income or higher net worth families.
After learning more about you and your life during the free consultation, a fixed amount will be provided.
The Ongoing Experience
- After the initial meeting process, we'll have three meetings per year.
- Financial organization feels good! Having a plan in place helps you to make decisions with peace.
- You'll have access to ongoing support in between meetings. Feel free to call or email anytime - even if it's just to say hello!
- You'll receive experienced advice that always applies to your situation. Say goodbye to frustrating internet searches that don't give you the comprehensive view.
- You will matter. You won't have to talk to someone new every time you call and we won't have to look you up to know who you are.
- You'll have more time to make memories with your family and friends.
- You'll receive priority updates when legislation changes occur or when economic factors need to be addressed.
- Your financial plan will be updated and current. Things change and your life evolves. Your financial plan should follow suit!
Initial Meeting Process
Click the glowing dots below to learn more about our initial meeting process.
This is when we determine if we're a good fit and which services would be best for you.
This meeting provides a clear focus for everything we do going forward. We explore what matters most to you and create goals to match. We also organize your financial information.
Now we are ready to strategize. We can adjust details in your plan to see different outcomes and to further prioritize your goals.
Next, we discuss recommendations and review action items for implementing your plan.
This is when we determine if we're a good fit and which services would be best for you.
This meeting provides a clear focus for everything we do going forward. We explore what matters most to you and create goals to match. We also organize your financial information.
Now we are ready to strategize. We can adjust details in your plan to see different outcomes and to further prioritize your goals.
Next, we discuss recommendations and review action items for implementing your plan.
To learn more about who we work with, click here.
