Financially Sound Program
A true financial plan is not a one-time deliverable, but a process that helps you make well-informed, mindful decisions throughout life. This comprehensive financial planning service is designed to create a unique process to help you achieve your goals. The ideal candidates for this service are professionals with total household income of at least $250,000 who want a custom-designed strategy that organizes their finances, prioritizes their goals, and provides an action plan to create and grow wealth.
This ongoing program includes:
- Initial development of a financial strategy (3 meetings)
- Plan implementation support and adjustments through the first year (3 meetings)
- Periodic meetings (2-3) each year thereafter to monitor, adjust and adapt your strategy as life evolves
- Access to your financial planner between meetings as urgent and/or important questions arise