Ongoing Support
As your life changes, your plan needs to change with it. We want to be with you for every step on your financial journey!
The only thing we're sure of is that life is full of uncertainty
We can help you navigate all of life’s unexpected events
Full or partial retirement
Launching or selling a business
Caring for aging parents
Career change or job loss
Inheritance
Unexpected illness, death, or divorce
Moving or buying a second home
Babies and grandchildren
Changes in regulations and laws
Experts you can lean on for EVERY financial decision you make!
What’s included with ongoing support?
Plan
Updates
Has something changed that will affect your plan?
Give us a call and we’ll adjust your plan to reflect your new circumstances!
Well-being
Check-Ins
It’s important to stay on top of your plan!
We’ll initiate periodic check-ins to make sure you’re always on track.
Benefits
Review
Don’t just default to last year’s choices. There may be a better option.
When open enrollment comes around, we’ll help you make the right decisions.
Required Minimum Distributions
The rules for RMDs have gotten more complex.
We can help make sure you take the correct distribution each year.
Annual Tax Planning Report
Taxes have a major impact on your financial success.
We’ll lay out recommendations annually to help you maximize your tax efficiency.
Rediscovery
Meeting
Our relationships aren’t “set it and forget it.”
Every other year we’ll look at your situation with fresh eyes and Rediscover your planning priorities.
Always
Available
Have questions about a new life event or a tough financial decision?
We’re ALWAYS available to help you with ANY questions you have – big or small!
Periodic Investment Oversight
Markets go up. Markets go down. And portfolio balances change over time.
We will check in periodically to review your asset allocation and help you rebalance if necessary.
Ongoing Support
Pricing
Basic Plan
For those on the Basic Plan
$229/month
Core Plan
For those on the Core Plan
$229/month
Premier Plan
For those on the Premier Plan
First year included
(after the first year –
$229/month)
Ongoing Support FAQs
Is Ongoing Support optional?
Yes – Ongoing Support is optional for Basic and Core packages. It is included during the 1-year Premier package and can be continued afterwards for our usual monthly fee.
Can I activate Ongoing Support at any time?
Ongoing Support can be activated at the end of the initial planning engagement or after implementation (if selected). If a client chooses to delay activating Ongoing Support, an additional engagement may be required.
Do I need to have a financial planning package in place to sign up for Ongoing Support?
Ongoing Support is available to all flat-fee planning clients. It is also available to hourly clients who have a plan in place provided by Sanctuary.
Can I pause Ongoing Support?
No.
Is anything NOT included in Ongoing Support?
Yes. Ongoing Support includes periodic plan updates (as needed); financial well-being check-ins; periodic investment oversight (usually 1-2 times per year); assistance with benefits review during open enrollment periods; annual tax planning report; Rediscovery meeting (every other year), guidance on required minimum distributions, and answering questions and general client correspondence.
Ongoing Support is meant to cover the majority of needs that the client will have after completion of the financial planning process.
Some examples of services that aren’t included in Ongoing Support: investment analysis, Roth conversion analysis and guidance, and implementation services.
If unexpected events occur that require additional assistance beyond the scope of Ongoing Support, Sanctuary Financial Planning reserves the right to charge for special projects at our standard hourly rate.
Are you ready to take control of your financial life?
Schedule your free Inquiry Call to get started toward finding your financial sanctuary.
- Learn how we can help
- Ask all of your questions
- Decide if we're a good fit