Total Solution is a service that gives you ongoing financial planning without having to invest. You have access to a professional financial planner no matter to how complicated your financial needs. You just pay one low flat monthly retainer. So picture us as your personal CFO.
What can I expect?
Step one, we set up your virtual office. This online file share is convenient and secure and allows us to gather the information needed to analyze your situation. Step two, we begin to understand your attitude towards risk and experience in investing and finances. Step three, we talk about goals. We all have goals we want to achieve and, furthermore, reasons why we want to achieve them? Step four, we provide recommendations and set action items for follow through.
After we have a good start, we still aren't done. Plans often change which create the need to review your finances regularly. And when life seems to take an unexpected turn, you will have advocate to help you navigate through it. All of this with Total Solutions.