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My First Financial Planner

Optional Ongoing Services

Annual Financial Planning Update & Review

Fee: $500.00 Annually

Whats included:

  • Financial planning recommendations review and update
  • Review of any major changes or updates in your financial situation
  • Investment portfolio review & recommendations
  • One in person financial planning meeting to review your financial planning recommendations, to provide you space to ask financial questions and to help you with implementation decisions
  • 30 minutes of CFP® staff billable time to answer additional questions