The Retained Investment and Financial Planning engagement is an on-going relationship with regular communication and meetings which occur either monthly or quarterly the first year that we work together. We work with you to articulate your financial goals, needs and complete a thorough review of all the areas of your financial life. You will benefit from constant monitoring of your financial goals, cash flow, debts, investments, retirement accounts and long-term financial planning. We will be your advisor and financial accountability partner during the process to assure that you are focused on taking the proper steps to achieving your goals. The execution of financial recommendations is done by the client with our support and guidance. This is an intensive hands on approach to financial planning and monitoring. We limit the number of clients we can advise because of the large amount of time we spend with each client.
The process starts with a Comprehensive Financial Plan. We then meet monthly or quarterly to discuss progress toward implementation of the recommendations in each major area of financial planning. These sessions will be focused on education as well as completing the implementation of the recommendations. Our goal is to make our clients educated concerning significant financial topics and successful in achieving their financial goals.
After our initial, get acquainted meeting, we will provide you a quote for the retained service and determine the frequency of our face to face meetings (monthly or quarterly). Fees are due at the beginning of the timeframe services will be provided. We can arrange monthly or quarterly direct deposit payments.