Follow-On Services

HOW CAN YOU KEEP YOUR FINANCIAL PLAN ON TRACK?

  • Annual Review

    • Annual check ups to keep the momentum going
    • $1,600

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  • Periodic Review

    • 2 or more years since last visit
    • $2,400

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  • Continuous Service

    • Ongoing help
      and support
    • $800-$1,000 per quarter

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  • Portfolio Rebalance

    • Keep the “recipe” of your portfolio on target
    • $750 per session

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