Many folks want more than just a one-time financial plan or short-term advice. They also want ongoing 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 and phone/email support to help you get in shape and stay in shape.


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 support
  Plan reviews and checkups as needed
  Plan adjustments as your circumstances change

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, or an established wage earner, or a retiree, our Retainer Engagements are designed to ensure that your financial conditioning receives the proper attention throughout the year. If you have questions, or if you would like to schedule a complimentary initial consultation, please call us at 614-604-3551.



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