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Wood Table Work Space

Guiding Your Cents

Modern Cents is dedicated to creating long term planning relationships to effect meaningful change over the course of your life. The "Guiding Your Cents" annual service model helps to ensure that continuity in relationship and planning.  Let us be your Financial CFO!

Available to all comprehensive clients and retirement planning clients post initial engagement.

Commitments are renewed annually.

OCCASIONAL
CONSULTING

We will be available to you for 2 meetings as year including an annual review meeting to ensure we monitor your ongoing progress.

COST: $99/month

Pink Chair

UNLIMITED SUPPORT

We will work at your pace to support you in your ongoing financial planning.  We will meet as often as is required and include an annual review meeting to ensure we monitor your ongoing progress.

COST: $175/month for individuals, $250/month for couples

Image by Stephanie Harvey
Image by Daniil Silantev

Contact

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EASY COMMUNICATION

Unlimited asynchronous support via your client task and messaging portal, Asana

REGULAR REVIEW MEETINGS

Annual Net Worth and Cash Flow review

Tax & Savings or Income review

Investment & Asset Allocation review 

SIDEDRAWER

Sponsored premium 
account for secure online financial document sharing and storage amongst your financial professionals, family and important inner circle.

PLANWORTH

Access your Client Portal via Planworth, our Financial Planning software. 

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