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