Continuous Services 2019
Do you want to learn more about our Continuous Service programs? Watch our 2019 promo video below to find out more about the offering.
One thing that we found being in this business for over 15 years is that our clients who achieve the best results are those who continue monitoring and updating their plans, year over year. In 2019, we’ll continue to offer webinars and bootcamps, regular access to your financial planner, and depending on your service level, scheduled online or in-person meetings.
Whether you’re a new client just getting started with us or a former client who has some new financial challenges to manage, we have a Continuous Service program for you.