We've Built Your Financial Plan...
Now What?

Your monthly subscription provides comprehensive ongoing financial support designed to maximize your success. For just 1% of your annual income divided by 12 months, you receive:

• Quarterly Progress Reviews: Personal financial report cards with strategic recommendations and goal tracking
• Complete Technology Access: Continued use of all financial planning software and tools
• Estate Planning Updates: No-cost adjustments to your estate plan as life changes occur
• Educational Resources: Ongoing materials covering all aspects of financial and personal success
• Exclusive Monthly Webinars: Expert guest speakers covering various financial domains
• MAG 10 Partner Network: Access to my trusted network of specialists
• Unlimited Communication: Text and email support whenever questions arise
• Continuous Value Addition: New resources and benefits added regularly

You have unlimited access to reach out with any financial questions that arise between your quarterly meetings. There are two primary communication methods:

Direct Communication: Email or text me your questions directly, and you'll receive a comprehensive response within 5 business days.

Video Explanations: Request detailed video explanations on specific topics. These in-depth responses not only address your question thoroughly but often benefit other clients facing similar situations, creating valuable educational content for the entire community.

Each quarterly meeting follows a structured approach designed to maximize value and keep you on track toward your financial goals:

Personal Check-In: We begin by discussing any major life changes, challenges, or opportunities that have emerged since our last meeting.

Financial Report Card Review: I present a comprehensive analysis of your progress, including performance metrics, strategic recommendations, and necessary adjustments.

Open Q&A Session: You can ask any questions, which I'll either answer immediately or research thoroughly to provide you with accurate guidance.

The meeting's core purpose is to evaluate what's working well, establish priorities for the next 90 days, and implement any needed course corrections. I encourage clients to prepare for these sessions just as thoroughly as I do—this preparation ensures you extract maximum value from our time together.

This is precisely why our quarterly check-up model is so effective. While most advisors meet with clients only once or twice annually, we recognize that life moves quickly and financial circumstances can change rapidly.

Our 90-day review cycle allows us to identify and address changes promptly, making necessary adjustments before small issues become major problems. Additionally, our unlimited communication policy between meetings ensures you're never left waiting when urgent questions or situations arise.

We operate on a simple month-to-month subscription basis with no long-term contracts or commitments. This approach reflects our confidence in the value we provide and our commitment to earning your trust every month.

If at any point you feel the service isn't delivering sufficient value to justify the cost, I encourage open communication about your concerns. Our relationship is built on mutual benefit and satisfaction—if we're not the right fit for your needs, we'll part ways professionally with no hard feelings.

We believe in working exclusively with clients who genuinely want to be here, creating stronger, more productive relationships for everyone involved.

Absolutely! You maintain complete access while engaged as an ongoing monthly subscription client to all the professional-grade financial planning technology and tools used during your initial planning process, including budgeting software, estate planning platforms, and comprehensive financial planning systems.

I cover all software costs as part of your subscription—there are no hidden fees, upsells, or additional charges for technology access. Everything that was available to you during the planning process remains at your disposal as a monthly subscriber.

The initial financial planning process established your foundation: where you started, your destination goals, financial education, and comprehensive coverage of all financial areas.

The monthly subscription transforms that static plan into a dynamic, living partnership. Life is unpredictable—markets fluctuate, emergencies arise, priorities shift, and circumstances change. The subscription ensures your financial plan evolves with you rather than becoming outdated.

Most importantly, it prevents all your initial planning work from going to waste. Instead of navigating financial challenges alone, you have a dedicated fiduciary partner actively helping you stay on course and adapt to whatever life brings your way.

Due to the continuous, personalized nature of our service, subscriptions cannot be paused. However, you're always free to cancel if you feel the service is no longer providing adequate value for you and your family.

Should you choose to return after an extended absence, we'll need to complete a fresh financial planning process. This ensures we account for any life changes that occurred during your absence and confirm we're still well-aligned for a successful long-term partnership.

This approach maintains the integrity and effectiveness of the service for all clients while ensuring everyone receives the most relevant, up-to-date guidance.

Our ongoing value centers on my core planning philosophy: 80% behavior, 20% math. While you could find basic financial advice anywhere, you chose professional guidance because you understand the unique value a registered fee-only fiduciary brings to your specific situation.

Consider this: Michael Jordan didn't need a coach to be great, but he chose coaching to optimize his potential and focus on what mattered most—family, faith, and personal growth. The same principle applies to your financial life.

Research consistently shows that individuals with dedicated financial coaches achieve their goals faster and reach higher levels of success than those going it alone. As the saying goes: "If you want to go fast, go alone. If you want to go far, go with others."

The true value lies in having a dedicated partner who provides resources, support, and expert guidance when life inevitably deviates from your original plan. After all, "Everyone has a plan until they get punched in the mouth" – Mike Tyson.

Your subscription includes comprehensive educational support designed to empower you beyond just financial planning:

Monthly Resource Package: Curated tools, guides, and educational materials addressing current financial topics and life challenges.

Exclusive Monthly Webinars: Expert guests from diverse professional backgrounds share insights, training, and practical wisdom that expands your knowledge and network.

Learning Management System: A comprehensive digital library housing all educational content, resources, and recordings. This ever-growing repository ensures you have 24/7 access to valuable information and can revisit materials whenever needed.