Living Life at H.O.M.E.


For our financial house to be a H.O.M.E., it needs to be functional.  While a solid financial plan considers alternate scenarios and preparation for the "what ifs" in life, it also involves maintenance. We will review, revise, and modify your plan on a periodic basis. 







Ongoing Monitoring Phase: 

  • Establish periodic schedule to review plan and make appropriate adjustments
  • Track investments
  • Consider changes in goals, risk tolerance level & market trends
  • Gain Access to private financial web page