Ongoing Maintenance consists of 6 basic elements
This process is essential to keeping client goals at the forefront of the planning process. It also allows for modifications to plans based on the uncertainty of life’s challenges over time.
Comprehensive Financial Tracking
Reporting all of your financial affairs in one place.
Central Document Archive
Creating and maintaining the central database of all your essential family documents and data.
Your Team On Call
We are available whenever you need answers to your questions, review opportunities, or solve problems.
Managing (or orchestrating) your Team
Select and manage experienced team members as needed for your unique situations.
Translate and communicate
Translate and communicate your “What Matters Most” objectives to the individual team members.
Coordinate Team roles
Coordinate Team roles and efforts – speak the language of the other professionals on your behalf.
