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Recurring Projects

You stop by the doctor, the dentist, and the mechanic for regular check-ups. You pay monthly for your cell phone, your gym membership, and your TV. We can set up a plan to make your financial health part of your monthly budget too. For example, some items that we can look at on a recurring basis include:

  • How our investment plan is progressing
  • What adjustments need to be made to your retirement plan
  • How we can keep your taxes low this year
  • How changes in your life affect what we planned last year
  • How to adjust your budget and savings rate for the coming year

What can you do for me?

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