Ongoing Work
The importance of this initial work becomes more and more clear over time. Knowing you and your finances helps us help you effectively navigate the choice and opportunities you face.
Twice a year we reach out to you to schedule an in-depth meeting. While this can take place in person, over the phone, or even virtually, whatever way we meet we use this time to understand what’s happening in your life and what actions we can take to support and protect you. We will also report on the technical parts of your finances (think insurance, estate, debt, investments) and let you know of any actions or changes we recommend you make.
Because we understand your life doesn’t happen on our schedule, we are also available for you however many additional times that is right for you. We want to be available for you when you need us and we have purposefully designed our business to do that.
We also ask that you let us know when you are looking for guidance for anything in your life. A new career opportunity or early retirement? Want to buy a vacation property? Helping your kids or grandkids purchase a house? Simply let us know and we can help you guide you through it.