Ongoing FINANcIAL PLANNING
Because we all know money is a 24/7 thing
Available only to clients who’ve completed the initial financial planning process
UPDATE
Update your budget and financial strategy
REVIEW
Review your goals, investment accounts, insurance policies, etc.
TRACK
Track your progress against your goals
PLAN
Plan for your
year ahead
AREAS we'll Cover
Budgeting/Spending
Debt management
Goal setting
Buying a home
Employee benefits and insurance review
Stock options
Retirement planning
Investment planning
Tax Strategies
WHAT YOU'll
RECEIVE
Quarterly 60-minute review sessions
Ongoing updates to your budget and financial strategy
Ongoing email access to financial planner
Access to our quarterly webinars/calls
Access to our online Money Class
Complimentary access to our financial workshop events
Complimentary one-hour financial session for a family member
