We offer various ways for New Clients to access our services:
- A Financial Foundations Engagement addresses the various and integrated parts of your financial life in order to develop a strategy that supports your goals in an efficient and cost effective manner. An engagement is customized to meet your requirements and stage of life planning issues.
- An On-the-Spot Advice Session is a one-time meeting where we address your most pressing issues. A session is limited in scope and does not contain the same level of analysis or detail that is in a Financial Foundations Engagement and it does not include a written summary report. Therefore, it should not be considered a replacement for more detailed planning.
- Our Life Worth Management Services are ideal for those who need assistance with daily money management, such as bill paying, organizing paperwork, and record keeping.
For Returning Clients that have previously participated in a Financial Foundations Planning Engagement or a similar in-depth project, we offer planning update services on an hourly, as need basis.
Learn more about these services by clicking on the above links or schedule an introductory phone call by calling 800-716-0674 or sending us a message online.