NO LONGER ACCEPTING CLIENTS
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
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.
the security of knowing that a qualified professional is available to
coach you with:
Flexibility Tailored to
Retainer engagements can last from three to twelve months. They're
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.