Ongoing Service

Our clients tell us that accountability is a really important part of keeping on track towards financial goals. They also feel the world seems to change so quickly that it is hard to keep up.

Financial plans can’t be set and forget. They need action and work.

That is why many of our clients choose to have an ongoing service agreement with us, for regular 1-2-1 sessions with a team member to set, action and adapt plans and to have someone to keep them accountable to their goals and activity.

Ask us about our ongoing service plans today. Set an appointment to discuss them in more detail.