the Follow Through

You’re now in the best financial shape of your life.

Let’s keep you that way…

We offer 3 different membership levels, which determines how often we meet.

Your regularly scheduled appointments are not just your typical “review”. We use these meetings to complete activities on your To Do List that you didn’t get to. They are very interactive and productive (and dare I say fun?).

One meeting per year will be your Annual Review. During this appointment we will scrub down, update and review your financial plan to ensure you are still on the right flight path. We will also develop a fresh 12 month roadmap with the coming year’s action items.

I know, I know. You’re thinking, “Wow! This sounds amazing!”

And the Little Voice is whispering, “…yeah, but what’s it all cost?”