Ongoing Financial Planning Services

Ongoing Financial Planning:

Moving forward, step by step, year by year

🌟 Why do Clients Continue With Ongoing Planning?

Because life doesn’t stop — and neither should your plan

Our ongoing Financial Planning model provides you with

Comprehensive help implementing the pieces of your financial plan
Strategic reviews to ensure your plan stays aligned with your evolving goals and life
A team of dedicated financial partners to answer your questions, speak to your concerns, and help you stay on track

Learn More About the Step Before: Financial Planning Projects

✅ Year One: Plan Implementation

The first year revolves around implementing your financial plan and on-boarding you as a client.

○Prioritizing tasks based on your life stage and urgency

○Putting recommendations from your plan into motion

○Meetings to coordinate with your other professionals

○Scheduling your first annual review

Learn more

🔁 Yearly Financial Planning Reviews

Each year we'll will meet to present progress on new or outstanding recommendations, updates and progress in your financial world, and to check in on your goals, risk tolerance, and life as a whole.

Between financial reviews, you'll have access to your team for questions, issues that arise, and anything else that we can assist you with. We will also reach out proactively on outstanding items.

🎯What Ongoing Financial Planning includes:

Every year:

Access to the team at O'Carroll Financial Planning for questions, meetings, or just to talk about your worries
Access to a client portal, helping you keep track of all the pieces in your life on one website
Accountability partners to help you keep on top of what needs to get done
An Annual Review tracking progress towards your goals

Other Services Offered for Ongoing Financial Planning Clients:

Investment/Wealth Management Services
Life Insurance, Disability Insurance, Long Term Care Insurance, and Annuity product offerings
Educational Seminars
Estate planning outsourcing

🧠Who is A good fit for Ongoing Financial Planning Services?

Our ongoing service is ideal for individuals and families who want:

○A team to take items off your plate while keeping you well informed
○A partner to help implement, optimize, and adjust your financial strategy over time
○A financial partner to support you throughout your life's journey
○To sleep well at night knowing there is a dedicated team of professionals keeping an eye on things as you live life

💼 How This Service Is Priced

Our ongoing financial planning service is structured as a separate engagement, tailored to the depth and complexity of your needs.

💵 Minimum Fee: $3,000/year
Final pricing will vary based on:

○The scope of ongoing services
○The complexity of your financial life
○Any assets we manage for you
○Any other auxiliary services provided (insurance, seminars, etc)

(During Ongoing Financial Planning On-boarding more specific price estimates are delivered before you commit to the service.)