Monitoring Retainer

This service is designed for existing clients with whom we have financial familiarity.

Like it or not, we live in a dynamic world. Once they have taken appropriate actions based on initial services, motivated clients often want to make sure they stay on track to reach their objectives. In a changing environment, this may require periodic changes in the priorities used originally to set your goals and/or in the strategies to attain them. Whether it’s to review your investment portfolio, update previous recommendations or assist further with aspects of their implementation, this service provides an efficient, cost-effective method to do so.

This service, along with other services we provide on an hourly basis, is billed at $230 per hour. Since a base of knowledge about your financial situation has already been developed, this financial monitoring service can be delivered on an economical, efficient, highly focused basis.

Do feel free to contact us at any time and we'll be happy to assist you!