Ongoing Services
Our Ongoing Service clients understand that a financial plan toward their best retirement does not have an end date. It is an ongoing process. They would like to delegate that process to a professional who can tailor a plan to their needs and help with implemenation. Life is constantly changing, tax laws are, too. We’ve got you every step of the way from managing your investments, tax planning throughout the year, savings and distribution planning, analyzing your estate plan, protecting your plan from the “what ifs”, and even protecting your plan from your emotions about money. We will meet at least twice a year (in-person or virtually) and more as needed. Each quarter we will address the items on our Ongoing Service calendar to ensure we don’t miss an opportunity to maximize your plan.
Generally best for those in retirement or a few years from retirement.
You want to be able to reach out for ongoing tax and investment questions.
You want eyes on your plan throughout the year looking for opportunities to reduce your tax bill and maximize your retirement savings.
You want to spend less time managing your finances.
You choose what kind of a relationship you have with us.
Hourly Services
Those who are early/mid-career or DIY investors who need financial advice but are not interested in an ongoing relationship with an advisor. They need help on a particular part of their financial lives but manage their investments on their own or elsewhere. This arrangement can also work nicely for those who have an interest in ongoing comprehensive planning but whose financial life is currently low complexity. An hourly arrangement can be a great option until they are ready for our Ongoing Services for retirees level of service.
Generally best for those in their accumulation years or DIY investors seeking help with financial planning.
Most of your retirement savings is currently in your employer savings plan or you are a DIY investor.
You need financial planning help in just one or two specific areas.
You want help getting on the right path to your best retirement but aren’t ready for a full service/ongoing relationship.
