Financial Planning
Our financial-planning work for clients ranges from comprehensive to very focused and from continuous to occasional.
Financial Planning As Part of a Retainer Relationship
We have a retainer relationship with clients who benefit from our highest level of service. For these clients we are available to answer questions at any time, and we are pro-active in helping clients progress towards goals. We meet with retainer clients regularly and deliver comprehensive reports quarterly.
Financial Planning Within a Limited Engagement
We work in one of more financial-planning areas under a defined services agreement, if a client has a situation of moderate to high complexity or is in the midst of or approaching an important life transition. We perform analyses using sophisticated software and meet two to four times with the client.