We like our clients to think of us as their thought partner. While the initial financial plan will provide you with a roadmap, it is only good for a moment in time, as life naturally changes. As someone who now understands your entire financial universe, we can effectively collaborate or validate a choice that will impact your finances. Almost every money decision will have a tax implication, and oftentimes there are alternative strategies that you may not be familiar with that would be more optimal to help you achieve your goals.
We will meet in-person or remotely twice per year to go through all aspects of your financial plan (cash flow, retirement income planning, tax planning, etc.) We offer continuous, ongoing advice regarding your financial affairs, including advice on non-investment related financial issues. Because we intentionally maintain a small number of clients, we are very accessible and responsive when you have a question or need ad hoc financial advice. We find our clients benefit from multiple touch points throughout the year rather than meeting once annually.