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Comprehensive Financial Planning with Retainer

A robust service is available for clients who are looking for a long-term relationship with an advisor who will create a Comprehensive Financial Plan and assist in the implementation of that plan. For these clients, we develop a plan and also act as both your advocate and advisor to keep you on the path to your goals.

The Comprehensive Financial Planning with Retainer includes the following:

  • Comprehensive Financial Plan. (See Comprehensive Financial Plan for details.)
  • Minimum of four quarterly meetings to assess current circumstances. (More meetings if needed.)
  • Monitoring investment managers for results and, if necessary, replacement.
  • Ongoing communication with all of your other professionals to continue the path to your goals.

For example:

  • Work with an estate planning attorney to implement changes to the estate plan;
  • Follow up on the changes and recommendations with insurance professionals; or
  • Coordinate with tax professionals to ensure that tax strategies have been implemented in accordance with the financial plan.
  • Unlimited access for questions, concerns, and clarification 24/7.

Clients have the option of  a  comprehensive financial plan  without  a retainer. At the conclusion of the planning process, they can choose to pay for additional analysis and support on an hourly basis or convert to a retainer relationship.

Financial Planning Document Checklist for Families

Financial Planning Document Checklist for Small Business Owners

Here is more insight on our Personal Fee-Only Financial Planning model
 

 At Squam Lakes Financial Advisors, We Are On Our Client’s Side.


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Squam Lakes Financial Advisors, LLC
Comprehensive Financial Planning
Serving NH, Vermont, Maine, and Massachusetts
31 Coxboro Road
Holderness, NH 03245
(603) 968-2317
info@squamlakesfinancial.com
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