The road is rarely straight

I'LL HELP YOU CONFIDENTLY NAVIGATE YOUR FINANCIAL DECISIONS THROUGH AN ONGOING PARTNERSHIP THAT KEEPS YOUR VISION AT THE CENTER.

Financial questions don't stop with the creation of a financial plan. That's where Ongoing Financial Planning comes in. I'll mentor you from concept to implementation of your unique financial plan, and continue to partner with you as new questions arise.

We’ll meet at regular intervals each year to update your plan, answer your questions, address tax planning concerns, and manage investments to align with your goals.

Your career and life may change, but I will be there with you along the way.

Schedule a Complimentary consultation to learn how I can help you grow.

The Ongoing Financial Planning service is designed to provide long-term wealth mentoring and financial planning services to clients who have partnered with me in creating their initial financial plan. 

 Once we’ve established your initial financial plan, we’ll meet at regular intervals each year and update your plan to suit your changing circumstances. We’ll address all your pressing financial questions, identify ways to help reduce taxes, and ensure that your investments align with your goals.

I’ll help you identify your unique financial behavior patterns so you can leverage the positive and manage the challenging. Together, we’ll increase your chances of financial success. 

As a mentor, I’m there to answer questions about a difficult salary negotiations, lateral job moves, or whatever else comes up along the way–and, I’ll connect you with valuable resources and/or professionals that are a key to a rewarding career.

What's included?

All Ongoing Financial Planning clients must have completed an initial financial plan and will receive the services listed as a part of that process.

A secure, online portal to organize and track your finances in one place.

Access to a virtual, financial emergency kit that allows you to keep all of your critical documents in one place.

Tools to help you create a budget and keep track of your spending.


Yearly meetings to address changes in your career, life and family, and how they impact your plan.



Regular reviews of your investments and recommended actions to keep them in line with your objectives.


24/7 access to financial help whenever you need it via phone calls or e-mail.


Ongoing wealth mentoring to help you understand your financial behavior and build on positive behaviors and manage challenging ones.

What does it cost?

Initial financial plan fee:
From $1,200 TO $5,000

(Depending on the complexity of your situation)

PLUS

MONTHLY FEE:
From $100 to $300

(Billed at the end of each month)

The fee will depend on the relative complexity of your unique situation. For example, a single person who has no children, and who does not own a business will likely be on the lower end of this scale, whereas a family with several business interests and children from multiple marriages will likely be on the higher end.

NO MORE WAITING FOR LATER. 
LET’S GET THIS SITUATION IN ORDER.