We don’t just hand over a financial plan then leave you on your own. Financial planning is an on-going process, not a one-time event.
To help assure maximum benefit from your plan, we not only help develop it, but also execute the plan. There are going to be tasks that only you can do, but we’ll be there to answer questions and help along the way. We will walk with you every step through the journey.
Additionally there might be times when external professionals are needed – like CPAs, attorneys, or insurance brokers. We’ll work with you to interface with these other professionals to smooth the process and assure all the parts of your plan line up as needed.