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Ongoing Financial Planning Services

How We Work

Our team provides ongoing financial planning and wealth management services. Our goal is to build a relationship by working with our clients and loved ones. We help our clients plan, accumulate, grow and preserve their wealth with a comprehensive financial planning, ongoing support, and accountability to help with monitoring of the progress toward goals. We will meet at least annually to reassess your financial plan and make any changes needed.  A financial plan should grow and change with you. After the first year of service after completion of your financial plan, you can select what level of ongoing support you desire. They are listed below:

Concierge Services

  • Coordination with other professionals
  • Proactive Meetings
  • Ensure Planning is Well-Coordinated & Implemented
  • Maintain Copies of Documents
  • Access to a personalized Private Client Vault
  • Review Values and Goals annually
  • Review Beneficiaries annually
  • Update Financial Plan
  • Behavioral finance assessment