On-Going Subscription Service

Your comprehensive financial plan is a snap shot, and serves as a baseline to allow you to take control of your financial life.  However, as your life changes, your financial plan needs to change with it.  To best serve our clients, we offer a monthly subscription service to ensure your plan adapts as your life, priorities, and goals change.  With our on-going financial planning subscription service offering, we will continue to work with you on monitoring, updating, and implementing your financial plan to keep you on-track in meeting your financial goals.  As everyone is in a different stage in their life and the complexity of each situation changes, our pricing will change as well to reflect the amount of time that will be needed to collaborate on your plan.  This service is billed on a monthly basis, with no long-term commitment on your part.  As part of the on-going services, we will deliver to you a service calendar that will provide for multiple engagement sessions over the course of the year to keep you up-to-date and on-track in your financial life.  The monthly fee for this service will range from $75 to $300 per month.