A Three-Step Process to Help You Focus on
Your Most Urgent Financial Needs
The goal is to identify your most pressing financial concerns, build a financial roadmap to where you want to go and implement the plan throughout the year.
The Ongoing Service works in the following way:
Identify Important Goals
We all have financial worries and personal concerns. During the first meeting, we will talk about your most pressing issues, determine where you are now and discuss where you want to go. We pay attention to your values to make certain your money complements what you want to do in life.
To prepare for our first meeting, you need only do three things. Please complete the financial planning questionnaires, assemble the financial documents requested and sign the financial planning agreement.
The initial meeting will be ninety minutes for singles and two hours for couples.
Review the Plan
After our initial meeting, we will prepare a written financial plan. This is where we “plan the work.” Our financial road map will outline your current situation, highlight your most pressing concerns and provide suggested "next steps" to achieve your goals. We will review the plan in detail together on a phone call.
Implement the Plan
We now “work the plan.” We will initially schedule thirty minute monthly or bi-monthly phone meetings to attack each of the "next steps" together. We often have more frequent meetings early in the relationship as we are implementing the highest priority "next steps." As we get further into the plan, meetings will be held quarterly or whenever life changes. This includes addressing new financial issues that arise throughout the year, thus allowing us to modify the plan as needed.
This annual service includes all ongoing office work, phone and email contact and collaboration with your other advisors.
Fees for the Ongoing Service include a one-time start-up fee as well as fixed monthly fee*. The monthly fee is dependent upon the scope and complexity of your situation.
- Singles pay $2,500 start-up fee. Fixed monthly fees range from $425-$800/month. The minimum monthly fee is $425/month
- Couples pay $3,500 start-up fee. Fixed monthly fees range from $600 - $1,000/month. The minimum monthly fee is $600/month.
* Please see Item 5 of our Form ADV Part 2 for more information on fees and expenses.