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Client Deliverables

These are the items we provide on a regular, ongoing basis in order for you to meet your financial goals.

  1. Annual review and update of values and goals.
  2. Annual update of implemented plan, which summarizes the financial plan into a simple chronological list of action times.
  3. Three progress reports which summarize assets and the progress mode toward expressed goals.
  4. Annual discussion of "the big picture," which covers your financial situation and reviews the Implemented Plan.
  5. Ongoing forecasts to measure and calculate the success of written financial goals and time table desires.
  6. As needed assistance with cash and debt management.