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

GET
STARTED

Contact us today to get your questions answered. 

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SINGLE
$180 per month
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COUPLES
$220 per month
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BUSINESS OWNER
$300 per month
Enroll Now

BOOK YOUR COMPLIMENTARY DISCOVERY CALL