I offer both ongoing financial planning and one-time financial planning projects. Typically, I prefer ongoing planning for at least one year to ensure each recommendation is implemented properly and we can make adjustments as life happens along the way.
Here’s how the comprehensive planning process looks in Year 1:
Below is the list of services and costs for both ongoing and one-time financial planning. While at first it may sound like a lot, and it is, it’s also a great deal for the right people. High-quality financial advice is typically worth way more than it costs, not to mention the peace of mind that comes with knowing you’re on the right track. You can read more about the value of working with a trusted advisor here.