Navigation Support

Navigate Your Money Roadmap With Ease

After we complete your Money Roadmap, we recommend our Navigation Support service where the Mainstreet team will continue to communicate, review, and adjust your Money Roadmap as you move closer and closer towards your financial goals.

 

You’ll work hand-in-hand with our financial planning team to ensure you follow your Money Roadmap and to make your financial planning journey as easy as possible. With expert advice and a dedicated team by your side, our goal is to help you fulfill your biggest financial dreams in the most constructive way possible.

How We Support You

Organize

Take charge of your spending, taxes, and financial records.

Update

Review financial goals, retirement, and beneficiaries.

Review

Assess your debt, savings, and insurance options.

Plan

Year-end planning and execution on next year.

Your Navigation Options

  • Bronze

    • Get your annual online check-up with support from your advisor, accountability and monitoring, and e-mail alerts.

     

    • $1,900 per year

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

  • Silver

    • Ramp up your financial plan with support from your advisor, access to webinars and bootcamps, accountability and monitoring, and e-mail alerts.
    • $2,200 per year

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

  • Gold

    • Hands-on support from your advisor, regular check-ins, access to webinars and bootcamps, accountability and monitoring, and e-mail alerts.
    • $3,800 per year

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