Full Coach : Gold & Platinum
On-going, comprehensive planning &  management solution

Through real-life experience, we found that, on their own, clients tend not to implement their financial plans well or at all.   This program holistically addresses ever-changing implementation and planning issues with disciplined, professional assistance, enabling clients  and to build upon and realize value from their financial Blueprint.  

   On-Going Financial & Tax Implementation

• Periodic goals progress reviews

• Special evaluations, e.g., education, retirement, second home

• Periodic reviews to educate, monitor and decide upon needed actions

• Coordination with clients’ other advisers

• Scheduling & monitoring of client/advisor action items

• Formal annual Blueprint meetings to review performance vs. major goals

• Annual individual income tax return preparation

• Situational & General Tax Planning

• Financial information updates through website, quarterly newsletter,
  email notices & phone   

• 24 hour access to your advisor

  Portfolio Supervision & Implementation  
                See INVESTMENT COACH