Clear Costs: With subscription-based advice, you know exactly what you're paying each month or year. There are no hidden fees or surprise charges, making it easier to budget for financial planning services.
Consistent Support: You receive continuous access to your financial advisor, allowing for regular check-ins and adjustments to your financial plan as your life and goals evolve.
Client-Centric Focus: My primary motivation is to help you achieve your financial goals, thus aligning our interests all the more closely
Holistic Approach: Subscription-based financial planning can cover all aspects of your financial life, including budgeting, saving, investing, retirement planning, tax strategies, and estate planning.
Customized Strategies: No person, plan, or list of priorities is one size fits all, therefore your solutions will be customized to your specific needs
Navigate Life Changes: As your circumstances change—whether it’s a new job, marriage, the birth of a child, or preparing for retirement—your subscription-based advisor is there to adjust your financial plan accordingly.
Ongoing Education: You receive continuous education and updates on financial topics, helping you make more informed financial decisions.
How Subscription-Based Financial Advice Works
Initial Consultation Meet with Conner to discuss your financial goals, current situation, and any specific concerns or questions you have.
Personalized Financial Plan Conner will develop a comprehensive financial plan tailored to your needs, including investment strategies, retirement planning, tax optimization, and more.
Regular Check-Ins Schedule regular meetings with Conner to review your progress, make necessary adjustments, and stay on track to meet your goals.
Unlimited Access Enjoy unlimited access to Conner, ensuring you can get advice whenever you need it.
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