How do you charge?
How much do you charge?
How often do you meet or talk with me/us?
The initial phase working together tends to involve more frequent meetings or calls while we get to know each other and make progress on your overall plan. If there are no major decisions to make or significant changes to discuss, we may talk briefly just two to four times a year.
When there are major life or financial issues to work on – nearing retirement, family changes (marriage, baby, kids to college, moving, death, divorce), job changes, major purchase decisions (homes, businesses, vehicles), inheriting money, etc – we may have a flurry of conversations again.
We never force you to spend more time than you want to talking with us, but we do need to keep in touch with your situation, goals, and financial situation to fulfill our professional obligation and do the best job possible for you. We aim to deliver just the right amount of detail for you to feel informed and comfortable with your planning, but never dread sitting through boring meetings looking at charts when you’d rather be doing something else! Luckily, WE don’t think this stuff is boring – but we understand that some people do.