Ramp Up Your Financial Plan for 2024

Keep Your Financial Plan On Course

PRICE: $2,400 per year for an individual, $3,000 for a couple: For returning clients whose last visit less than 2 years ago.

*For clients who have not been serviced in over 2 years, an additional $800 fee to revise your existing plan will apply.

Navigation Support

Update your financial plan, and let us help you reach your goals! Areas where we work with you:

Spending/Budgeting
Retirement Planning
Debt Management
Healthcare/Employee Benefit Plans
Life Insurance & Disability
Property/Casualty Insurance
College Savings
Identity Theft/Credit Scores
Asset Allocation
Tax Analysis (year-end, savings, etc.)

Features of the service:

Two online sessions to review your financial plan
Status updates on financial goals and action steps (Accountability and monitoring)
Bi-monthly e-mail newsletters/alerts
Advisor Hotline – regular access to your advisor via e-mail once a month