Ongoing Financial Planning is our most hands-on and bespoke service. This is ideal for people who want help with a variety of topics, need an accountability partner, and/or want to delegate certain tasks to free up mental energy. We will provide you with support quarter after quarter, year after year, while helping you build a deeper understanding of your financial health.

We'll start by identifying & clarifying the most important issues for your quality of life so that any advice lines up with your best vision of your future. Your most important financial information will be collected in one place so we can quickly see which things are going well, which areas need attention, and identify the types of conversations you should be having to build financial stability and security. You'll also receive regular reminders when it's time to schedule a meeting, proactive check-ins on the most impactful aspects of your financial health, and professional management of investments (see below).