Client Deliverables

As a valued client, you will be given a number of tools to enhance your financial life and foster ongoing communication between us.  A list of deliverables includes the following:

  • Comprehensive Financial Plan that answers the question "Am I going to be ok?."  You will also receive Action Steps to fill in any gaps as well as assistance in all phases of plan implementation.
  • Access to My Personal CFO, your own secure website where you can see your entire financial picture in one place.
  • Ongoing review meetings on a schedule customized to your needs.
  • MyPlanMap to keep you on track with updated list of Pending Action Items and Tasks Accomplished. 
  • Annual update of your Financial Plan as needed.

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