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 Services

Ongoing Financial Planning

Upfront Cost of $1,000 to $2,400 + Monthly Cost of $250 to $600

After learning more about you and your life during the free consultation, a fixed amount will be provided. 

Investment Management

 0.70% to 0.15% of assets under management

This service is in addition to ongoing financial planning and is not required. In the free consultation, we will discuss whether it makes sense for you.  

Initial Meeting Process

Click the glowing dots below to learn more about our 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. 

The Ongoing Experience