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.