Once we’ve agreed on a plan that serves all of your financial needs, we’ll be busy executing the various pieces. We’ll connect with your accountant, estate attorney, and insurance agent to offer guidance that can help confirm the strategies we’re developing for you are being implemented throughout your entire financial picture.
We’ll also be checking in with you frequently, and hope you’ll feel free to do the same with us, to ensure you are comfortable with your team and to get all your questions answered.
As we continue on with our relationship, we will remain in touch on a regular basis, whenever it works for you and fits into your busy schedule. We also want to hear from you whenever a life change occurs. There are no additional charges for calls or meetings, regardless of the frequency.