Ongoing

Client Deliverables
These are the items we provide on a regular, ongoing basis in order for you to meet your financial goals.
- Annual review and update of values and goals.
- Annual update of implemented plan, which summarizes the financial plan into a simple chronological list of action times.
- Three progress reports which summarize assets and the progress mode toward expressed goals.
- Annual discussion of "the big picture," which covers your financial situation and reviews the Implemented Plan.
- Ongoing forecasts to measure and calculate the success of written financial goals and time table desires.
- As needed assistance with cash and debt management.