Continuous Services

  • 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.

HOW CAN YOU KEEP YOUR FINANCIAL PLAN ON TRACK?

  • Continuous ServiceSILVER

    • Ramp up your financial plan with support from your advisor, access to webinars and bootcamps, accountability and monitoring, and e-mail alerts.
    • $1,800 per year

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

  • Continuous ServiceGOLD

    • Hands-on support from your advisor, regular check-ins, access to webinars and bootcamps, accountability and monitoring, and e-mail alerts.
    • $3,300 per year

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

  • Continuous Service
    BRONZE

    • Get your annual online check-up with support from your advisor, accountability and monitoring, and e-mail alerts.
    • $125 per month or $1,500 per year

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