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.
We will be available to you for 2 meetings as year including an annual review meeting to ensure we monitor your ongoing progress.
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
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Unlimited asynchronous support via your client task and messaging portal, monday.com
REGULAR REVIEW MEETINGS
Annual Net Worth and Cash Flow review
Tax & Savings or Income review
Investment & Asset Allocation review
account for secure online financial document sharing and storage amongst your financial professionals, family and important inner circle.
Access your Client Portal via Planworth, our Financial Planning software.