Sustaining Planning
After we complete your Foundational Plan, you will have the opportunity to continue with Sustaining Planning. This is ongoing financial planning where we will work to help implement your financial plan, review your progress, adjust your plan as needed, and discuss any new financial goals or life changes. You can choose to engage in Sustaining Planning on an ongoing basis. At your option, this can include Investment Management.
When you continue with Sustaining Planning, we’ll meet at least annually (likely two to four times per year) to review and update your financial plan as your life evolves. This ongoing process helps to keep your plan aligned with your changing circumstances. It also helps you stay on track and remain accountable toward your financial goals. Additional meetings can be scheduled based on your preferences and circumstances.
With Sustaining Planning, we serve as your advisor, planner, coach, and sounding board. We help you stay organized and forward-moving. We are here to advise and assist you whenever and wherever you need it, pointing toward a successful and fulfilled life with limited financial worries.
Our approach to financial planning is holistic, focusing on aligning your personal financial objectives with your personal goals. We believe that financial planning goes beyond investments; it’s about creating a thoughtful path to achieve, grow, and protect your financial freedom, enabling you to accomplish your life goals.
Schedule a complimentary consultation or contact us to find out how we can help you with financial planning and wealth management, including investment management.