Description of service models
We offer financial planning as an ongoing service, or in a project-based format. Our investment management service is ongoing. Wealth management is both ongoing financial planning and investment management. How is “ongoing” different from project-based work? Ongoing financial planning allows you to address your financial life in bite-sized chunks. “A journey of a thousand miles begins with a single step.” We take financial planning one step at a time. However, it can feel like a big commitment for some people. For a more limited engagement, some people prefer a targeted planning process (where the scope and end product are well defined). We offer either service, and can help you decide which is appropriate for your situation. Trail Financial Planning Analogy. Because financial planning can be difficult to visualize, we provide an analogy for each service as if it were a component of planning for, and travelling on, a long backpacking trip.