Ongoing Financial Planning
I guide. You implement.
Ongoing Financial Planning is a structured, high-touch service that builds on the Financial Blueprint. It’s designed for clients who want professional guidance while staying actively involved in their investment decisions.
I meet with you quarterly to review your plan, update your goals, and help you navigate key financial moments — like benefits season, inheritances, cash flow adjustments, and tax considerations (Roth conversions, charitable giving, etc.). You remain in control of your investments, while I provide strategy, perspective, and accountability to keep you on track.
What’s included
Quarterly strategy reviews to update your Financial Blueprint
Guidance on cash flow, benefits, and life changes that affect your plan
Light tax analysis to help you make informed decisions
Ad hoc support when questions or opportunities arise
Who it’s best for
Investors who want structure, clarity, and professional oversight
Clients who want to remain hands-on with their investments
Those who value regular check-ins and actionable guidance
This service is available following completion of the Financial Blueprint.