The On-Going Financial Planning Service provides broad based, personalized, comprehensive financial planning for a fixed fee over the course of one year. Clients will have several scheduled meetings during the Initial Year and generally fewer scheduled meetings during Renewal Years. In addition to scheduled meetings, additional face-to-face, e-mail and/or phone consultations are included at no additional charge.
Meetings may be office-based or internet-based for Client convenience and may include various topics.
For a more in-depth explanation of TradeWinds’ On-Going Financial Planning Services, please click on the link below to view TradeWinds’ Form ADV filed with the Commonwealth of Massachusetts and the Securities and Exchange Commission.