Ongoing Maintenance: Staying on the Pathway Towards Your Goals

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.

Contact us for a complimentary consultation today.

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