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

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.