Ongoing Financial Planning

Service Description

Ongoing Financial Planning includes but not limited to: - Financial Goals - Personal net worth statement - Cash flow analysis - Retirement strategy - Comprehensive risk management plan - Long-term investment plan - Tax reduction strategy - Estate preservation An advisor continuously monitors the plan, recommends changes, and ensures the plan is up to date. Clients subscribing to this service will receive a detailed financial plan in the form of a written or an electronic report. This report includes customized recommendations and an action plan that is designed to help the client's stated financial goals. The plan and the client's financial situation and goals will be monitored monthly via email/phone call and full review meetings every four months, virtual/in-person, to review progress.

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