plan

By now many of our clients have figured out how to pay for college and in some cases have created a financial plan so that by the time the student graduates, 75% or more of the expenses have been paid.  How about you? Are you sticking with your plan?  Follow thru and accountability are essential for success.  Part of our service is to be that voice of reason to keep you on track.

When was the last time we reviewed your budget?  Time has a way of getting away and it is easy to procrastinate.  We are here to help. We will go over your numbers, check in on your retirement plans and in general catch up. Our goal is to develop a long-term relationship because as you know, clients are like family.  We want to see you succeed.

To schedule a budget review, policy update or in general catch up, email Lisa to schedule an appointment.