ONGOING SUPPORT
This is service designed for clients who want continuous access to expert guidance as their financial lives evolve. Rather than being a one-time project, this partnership ensures your financial plan remains a "living document" that adapts to changes in tax laws, market shifts, or personal life events.
By enrolling in this service, you ensure your strategy never becomes outdated. We handle the heavy lifting of tracking your milestones and providing proactive updates, so you can focus on enjoying your retirement or running your business without the stress of "second-guessing" your financial decisions.
$125 per Month | families and individuals
$175 per Month | business owners
Services included in Ongoing Support:
6-Month Check-in Video Call
Dedicated mid-year session to review progress, adjust for any life changes, and ensure you are on track with your primary goals.
1-Year Financial Plan Update
A comprehensive annual refresh of your written plan, including updated projections and adjusted tax-efficient withdrawal strategies based on the current year’s data.
Ongoing Email Support
Assistance in coordinating with your existing team of accountants or lawyers to ensure a cohesive implementation of your plan.