Ongoing Financial Planning

What Is Provided

Financial planning is rarely a one-time event. Rather, it is often an ongoing process. Individuals who complete Comprehensive Financial Planning may wish to have ongoing monitoring and implementation support. This service provides semiannual meetings to review, confirm, or adjust the plan as necessary and guarantees ongoing access to Toole Financial. Ed can also meet with your other professionals, such as attorneys or tax planners. Services are provided through virtual meetings, phone calls, and emails to assist you in continuously making the best financial decisions based on what YOU want to achieve.