Ongoing Financial Planning & Investment Management
We create our financial plans so that anyone can take them and implement them on their own. However, there are some things in life that you don’t really want to have to do on your own. For many people, finance is one of them.
If you don’t want to carry the full weight of your financial life on your own shoulders, then our ongoing financial planning services are perfect for you. Instead of sending you away to follow through on your plan alone, we will help you implement it and keep it updated on an ongoing basis.
More than just a plan, on an ongoing basis we will provide you with:
- Organization and order in your financial life
- Education regarding your financial situation and your choices
- Objectivity as a fiduciary working in your best interest
- Proactivity in avoiding risks and taking advantage of opportunities
- Accountability as you implement your financial plan
- Partnership as you achieve your financial goals
On a more tangible level, our ongoing financial planning services include:
- Biannual review meetings every spring and fall (see our schedule of discussion topics here)
- Other meetings as needed
- Unlimited access to a Christian Certified Financial Planner™ by phone and email
- Proactive communication whenever advantageous new financial opportunities arise
- Investment management