Our Wealth Management Service offers ongoing monitoring and implementation of your complete financial situation.
This service is similar to running a marathon—just because you have trained for and completed one doesn’t mean that you’ll be in the best shape of your life forever. A plan is no different.
As your financial situation changes and becomes more complex, it’s harder to account for all of the factors necessary to make good decisions.
Having an accountability partner can help. Here’s an example of our annual service calendar that demonstrates how we stay in touch with you throughout the year.