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Retainer Engagements
More Than Just a Plan
Many folks want more than just a financial plan or advice. They also want guidance - someone to help with implementation, monitoring, and, of course, education - someone to keep them on track. If this sounds like you, you’re a great candidate for our Retainer Engagements.
Like Having a Personal Financial Trainer
We’ll help you develop and understand a sound financial strategy tailored to your situation and objectives. Then we’ll help you implement the strategy, with periodic follow-ups to help you get in shape and stay in shape throughout the year.
You’ll have the security of knowing that a qualified professional is available to coach you with:
- An initial evaluation of your financial situation and objectives
- A blueprint for helping you reach your financial goals
- Support for implementing our recommendations
- Ongoing phone and email assistance
- Regular plan reviews and checkups
- Plan adjustments as your circumstances change
- Education
Flexibility Tailored to Your Needs
Retainer engagements can last from three to twelve months. They're perfect for
- Comprehensive financial planning
- Investment allocation, selection, and monitoring
- Retirement income planning
- Cash flow management and savings goals
- Ongoing financial training and education
Regardless of whether you are just getting started, an established wage earner, or a retiree, Retainer Engagements are designed to help you ensure that your plan receives the proper attention throughout the year. |
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