It’s up to you. All services are on an as-needed basis, as determined by the client.
All clients receive ongoing guidance with a few smiles and humor through our award-winning monthly e-letter, “The View From the Porch.”
If requested, one-on-one support and guidance is offered to help clients stay on track.
This can include:
*regular review and monitoring of your financial plan,
*updates to your investment strategy as needed, and/or
*ongoing advice and support as life circumstances change.