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 firstname.lastname@example.org.
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