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SERvice options
Broken Group Islands off Vancouver Island, BC
All of my new clients go through the initial financial life planning process. Upon completion of the initial planning process, you have three different options you can choose for how you'd like to engage going forward. Here are the different services provided with each option:
Services I provide | Option A: Ongoing financial life planning with investment management | Option B: Ongoing financial life planning without investment management | Option C: Hourly, as-needed, financial life planning |
|---|---|---|---|
Implement initial changes in portfolio | Yes | No | No |
You have access to me to answer questions and provide guidance when needed | Yes | Yes | Yes, but depends on my availability (ongoing clients have higher priority) |
On ongoing basis, update financial plan as needed so it is always current and relevant | Yes (the plan is dynamic) | Yes (the plan is dynamic) | Only when initiated by you (the plan is static, so over time it becomes less useful) |
On ongoing basis, help you maintain perspective, patience and discipline in your investing | Yes | Yes | No |
Provide Quarterly Progress Reports which show updated likelihood of success for plan | Yes | Yes | No |
Proactively look for ongoing portfolio rebalancing and capital gains/loss harvesting opportunities | Yes | No | No |
Proactive annual tax review and planning (Roth conversions, etc.) | Yes (I initiate) | Yes (I initiate) | No |
Annual review meeting to "zoom out" on life, further clarify/refine goals over time and update plan | Yes (I initiate) | Yes (I initiate) | No |
Create annual portfolio rebalancing plan | Yes | Yes | No |
Implement portfolio rebalancing plan | Yes | No | No |
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