Clients that complete the financial planning process with me are eligible to participate in my membership program. This program provides ongoing support for implementing your financial plan and evolving your plan as life changes.
Every six months we will meet to review your plan, update analyses and discuss any recommended changes to your investment/retirement portfolio. In addition, members have unlimited phone and email access (within reason) for financial questions. My goal is to be there when you need me and to proactively bring you ideas to further improve your family’s financial picture.