Question #10: How Often Do You Communicate With Your Clients?

We hold bi-monthly webinars that any client can attend. One session is themed for that month and the other is an open forum where we address submitted questions. You can submit a question here or send to

Our communication is based on the offering our client selects.


  • Access to a financial management app
  • Quarterly progress report tracking your financial progress
  • On-demand planning tips as financial situation is updated
  • Access to online financial education site
  • Unlimited email support
  • Unlimited webinar access to live and recorded sessions


  • Everything for starter plus
  • Annual one-on-one review meeting(s) to update plan


  • Comprehensive and holistic financial planning
  • 3X annual meeting cadence. Additional meetings added as needed
  • Unlimited email/phone support
  • Structured planning calendar