Most clients begin by completing a financial plan, billed hourly. This step typically includes a comprehensive initial financial plan or answers and guidance to a specific concern or need you may have. If you have not already, we encourage you to view Our Services to learn more about what we can do for you.
Beyond providing an initial financial plan, you'll have the option after the completion of your requested planning work to have your plan and assets managed on an ongoing basis.
Ongoing Asset Management
This optional service provides ongoing follow-up to all the specific components of your financial plan. Common asset management services that we provide include portfolio management and research, plan accountability and regular pre-scheduled meetings with your Financial Planner. All ongoing asset management clients have their plan and portfolio managed by our Investment Management Committee for regular review.