Maintenance Financial planninng
We have already worked together.
We have completed an initial plan or maybe did some hourly work.
What happens now?
We do not stop! Financial planning is a never ending process and we can only do just a little bit better tomorrow than we did today. After working with different types of people and levels of assets for over a decade, I strongly believe that success comes down to having a plan for the future and that plan will change so much between yesterday and today. The best you can do it always be on top of it.
This service is designed for someone who has already done an initial (comprehensive or focused) plan and is looking for yearly maintenance.
Instead of charging hourly (like I have done for many years), I now offer a plan that consists of an average of 5-8 hours of work per year. I find that it helps both, me (because I do the work proactively rather when it might be too late) and you (because you do not have to call me randomly as these topics surface), We can then stay on top of exciting topics like 403(b) investment changes and tax efficiency consistently.
How Much Will this Cost?
A flat fee of $1,995 yearly, paid either monthly or quarterly. The fee is quoted with an expectation of 6-10 hours of work per year.