Q. Who’s it for?
A. You want an on-going, pro-active relationship with your financial planner that starts with a comprehensive financial plan, and includes regularly scheduled meetings to keep you on track; plus unlimited emails & calls between meetings.
Comprehensive financial plan
At least two meetings to start our relationship
Regular six-month review meeting
Workplace Open Enrollment Advice
Personal Financial Website
Referrals to other professionals within our extensive network
Advice on investment allocation on all investment accounts
Dedicated service model
Secure Cloud File Storage