ONGOING FINANCIAL PLANNING

The Ongoing Financial Planning (billed monthly in arrears) service fulfills a four-part purpose. First, allows the advisor and client to review implementation progress since the last meeting and troubleshoot any issues. Second, it allows the client to discuss with the advisor any life changes that may need to be addressed in the plan. Third, the advisor shows how the client's Asset Allocation has changed over time and what needs to be done for it to be brought back to the appropriate allocation (typically referred to as a Portfolio Rebalance). Fourth, the client and advisor together take the opportunity to continually optimize and work towards perfecting the client's financial plan. 

$265/month

1st Month - Comprehensive Financial Plan (first year) or Financial Checkup/Portfolio Rebalance (subsequent years)

2nd Month - Educational Newsletter

3rd Month - Behavioral Newsletter

4th Month - Phone Consultation (1-2 hours)

5th Month - Educational Newsletter

6th Month - Behavioral Newsletter

7th Month - Financial Checkup/Portfolio Rebalance

8th Month - Educational Newsletter

9th Month - Behavioral Newsletter

10th Month - Phone Consultation (1-2 hours)

11th Month - Educational Newsletter

12th Month - Behavioral Newsletter

Platinum Plan

$185/month

Silver Plan

1st Month - Comprehensive Financial Plan (first year) or Financial Checkup/Portfolio Rebalance (subsequent years)

2nd Month - Educational Newsletter

3rd Month - Behavioral Newsletter

4th Month - Phone Check-In (15-30 min)

5th Month - Educational Newsletter

6th Month - Behavioral Newsletter

7th Month - Phone Consultation (1-2 hours)

8th Month - Educational Newsletter

9th Month - Behavioral Newsletter

10th Month - Phone Check-In (15-30 min)

11th Month - Educational Newsletter

12th Month - Behavioral Newsletter

Investment Managment Services

Olsen Family Financial, LLC manages client assets on a Discretionary basis at a third party custodian (TD Ameritrade Institutional). The client is billed quarterly at 0.40% of Assets Under Management (AUM) in addition to the Ongoing Financial Planning fee (which may be waved once at a  certain level of managed assets). For more information on this offering please see our Firm Brochure, the ADV Part 2.