Ongoing Planning

Ongoing planning is ideal for people who are business owners or have a level of complexity to their lives that requires regular oversight and management. 

Fee Range (annual): $5000–$15,000

The planning process includes all aspects of a comprehensive financial plan: cash flow, assets / liabilities, risk management, estate planning, goals alignment, implementation and tracking.

Ongoing planning is available for clients who have completed project-based planning and want to maintain a relationship for ongoing monitoring of, and consultation on, all aspects of their financial lives.

The quarterly fee is based on the level of complexity of the monitoring and maintenance.

The service includes unlimited phone calls and emails, four regularly scheduled quarterly check-ins and additional impromptu meetings as needed.