Accountable Financial and Life Planning
Working together is the best way to ensure that you not only get smart, customized advice but follow through with making necessary changes to reach your life goals. I create a living financial plan with organized tasks, recommendations and educational information to guide you on the path to success. Together we create the future you desire.
| Maintenance | Professional | Wealth Management | |
$195 / month(must start on Standard) | $395 / month+$750 on-boarding | $2,400 / quarter | |
| Communication | |||
| Regular Meetings | 1x year | 3x year (+ Kick-Off) | 3x year (+ Kick-Off) |
| Monthly Client Newsletter | X | X | X |
| Email and Phone Support | Limited | Unlimited | Unlimited |
| Accountability Partner | Monthly | Monthly | |
| Task List + Financial Plan Portal | Yearly Updates | Monthly Updates | Monthly Updates |
| Financial Planning Topics
| |||
| - Cash Flow, Budgeting and Savings - Life Planing and Goal Setting - Insurance - Estate Planning - Education & College Planning - Tax Planning Strategies - Retirement Planning | Annual Review | Initial Setup + Monthly Updates | Initial Setup + Monthly Updates |
| Investments | |||
| Initial Asset Allocation Design | Yes | Yes | Yes |
| Investment Selection | Yes | Yes | |
| Rebalancing Recommendations | Annually | Annually | Monthly Monitoring |
| Portfolio Management + Investment Trading | Yes | ||