Ongoing Support
Transform your comprehensive financial plan from a static document into a living strategy. Built around an annual calendar with bimonthly themes, this service ensures you stay ahead of deadlines, tax opportunities, and important financial decisions throughout the year.
Fee: $275 / month
Prerequisite: Comprehensive Plan or Plan de La Vida
What Sets Ongoing Support Apart
| Traditional "Check-In" | La Vida Ongoing Support |
|---|---|
| Reactive (call when something happens) | Proactive (structured calendar anticipates needs) |
| Generic advice | Personalized to your comprehensive plan |
| Sporadic communication | Predictable monthly rhythm |
| No educational component | Monthly educational summaries on timely topics |
| Annual review only | Quarterly deep-dives + monthly touchpoints |
What You'll Get
Monthly Executive Summaries
Each month, you receive a written executive summary (1-2 pages) focused on that month's theme. Personalized action items reference your specific situation and comprehensive plan recommendations.
Quarterly In-Depth Meetings (45-60 minutes)
Four meetings per year (February, May, August, November) follow a consistent agenda: life updates, progress review, theme deep-dive, planning software review, and action items. This creates a predictable rhythm for learning and implementation.
Continuous Planning Software Access
Ongoing access to professional planning software with updated projections, document vault, and scenario modeling. Your comprehensive plan stays current as life changes.
Annual Service Calendar
The service follows a bimonthly theme structure, with quarterly in-depth meetings in February, May, August, and November. Each two-month period focuses on a specific financial planning theme.
Note: Quarterly meetings are conducted via Google Meet. We recommend using a desktop or laptop computer for the best experience.
January + February: Year Start & Tax Prep
Start the year strong with tax preparation guidance and strategic savings allocations.
February Meeting Focus:
- Review prior year accomplishments
- Tax document collection status
- Savings allocation priorities for the year
- Benefits enrollment confirmation
- Annual goal setting
March + April: Tax Return Review & Savings
Review your completed tax return and optimize savings strategies based on actual tax outcomes.
Monthly executive summaries cover:
- Tax return review for working professionals
- Savings allocations and "where should my next dollar go?"
May + June: Estate Planning & Beneficiaries
Ensure your estate plan and beneficiary designations are current and properly structured.
May Meeting Focus:
- Estate document review status
- Beneficiary designation audit
- Life changes requiring estate updates
- Mid-year progress check on goals
July + August: Investments & Goals
Mid-year review of investment strategy, emergency fund adequacy, and goals progress.
August Meeting Focus:
- Investment portfolio review and risk tolerance reassessment
- Emergency fund adequacy
- Goals progress and adjustments
- Mid-year financial health check
September + October: Insurance & Benefits
Review insurance coverage and prepare for open enrollment decisions.
Monthly executive summaries cover:
- Health and life insurance policy review
- Employer-provided benefits optimization
- Open enrollment preparation
November + December: Year-End Planning
Maximize year-end tax opportunities and position yourself for a strong new year.
November Meeting Focus:
- Year-end tax optimization opportunities
- Charitable giving strategies
- Open enrollment decisions
- Benefits optimization
- Preview of next year's priorities
Who This Is For
Focus Client: Mid-to-senior level professional with established career requiring proactive management of an increasingly complex financial picture.
This service is ideal for clients who have completed their comprehensive plan and want to ensure it stays current, evolves with life changes, and gets fully implemented.
This service works well if you:
- Want to transform your static plan into a living, evolving strategy
- Prefer proactive guidance that anticipates needs rather than reactive advice
- Value continuous learning through monthly educational guidance
- Need accountability to stay on track with implementation
- Recognize that financial planning is an ongoing relationship, not a one-time event
Why Ongoing Planning Works
Financial planning is not a one-time event. It's an ongoing process. This service provides the structure, accountability, and proactive guidance needed to make consistent progress.
Predictable rhythm: Monthly executive summaries and quarterly meetings create consistency
Proactive approach: Address opportunities and deadlines before they become urgent
Continuous learning: Monthly themes build financial knowledge over time
Built-in accountability: Quarterly meetings ensure you stay on track
Common Questions
Do I need to complete a comprehensive plan first?
Yes. Ongoing Support requires completion of either the Comprehensive Plan ($3,500) or Plan de La Vida ($5,750) first. This establishes a solid financial foundation and comprehensive roadmap that the ongoing service builds upon and keeps current.
Can I cancel at any time?
Yes. This service is month-to-month with no long-term contract. You can cancel with 30 days notice.
What happens between quarterly meetings?
You receive monthly written executive summaries (1-2 pages) on that month's theme. You can also reach out via email for questions or guidance as needed.
What are the quarterly meeting months?
Quarterly meetings are held in February, May, August, and November. These months were strategically selected to align with the annual financial planning calendar and ensure timely guidance throughout the year.
Ready to Get Started?
Schedule a mutual fit conversation to discuss whether ongoing financial planning is right for your situation.
Schedule a Conversation →