Ongoing Flat-Fee Financial Advice
Because life doesn’t stand still — and your strategy shouldn’t either. Our flat-fee advice adapts with you, year after year.
The only thing we're sure of is that life is full of uncertainty
Financial planning isn’t a one-and-done event — it’s a lifelong journey. As your goals evolve, markets shift, and life changes, your financial plan should evolve with you. That’s why we offer ongoing advice to keep you confident, clear, and in control.
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
Partners you can lean on for EVERY financial decision you make!
Ongoing Flat-Fee Financial Advice
Planning That Evolves With You
Our ongoing partnerships start at $2,500 per year — the annual minimum for flat-fee advice.
Each relationship is tailored to the level of support you need.
Revisit. Refocus. Realign.
Life moves fast. How will your plan keep up?
We revisit your goals, review your investments, and recalibrate your strategy so it stays aligned with with your evolving life and goals.
Tax Strategy
Are you missing opportunities to lower your tax bill?
We create a personalized, forward-looking tax guide — so you can stay proactive, not reactive, when it comes to what you owe and when.
Support When It Matters Most
What happens when life takes an unexpected turn?
Whether it’s a big decision or a subtle shift, we’re here year-round to help you adjust, adapt, and keep moving forward with clarity.
We’ll revisit your goals and priorities annually and adjust your plan as life evolves. And when things get more complex, we expand our support with add-ons, investment guidance, retirement coaching, and more — always fully customizable.
Ongoing Advice FAQs
How does your ongoing flat-fee engagement work?
Life doesn’t follow a January-to-December schedule, so we don’t either. Each engagement lasts 12 months from your start date and renews annually.
At the end of each year, we’ll meet to reflect on any changes, anticipate what’s next, and tailor the scope of your planning for the year ahead.
What’s included in Ongoing Advice?
Each annual engagement includes:
- Annual Strategy Session – a full plan refresh, investment review, and goal realignment
- Annual Tax Summary – proactive guidance for the year’s most relevant strategies
- Continued Support – year-round access to our team for questions, decisions, and planning needs
Additional services can be added as needed—always fully customizable.
Do I have to commit to ongoing planning right away?
Most clients start with the Foundation Plan and decide later if ongoing support is right for them. If you opt in, Ongoing Advice begins after your initial 12-month engagement ends, so you have time to make that choice.
Can I activate Ongoing Advice at any time?
Ongoing Advice typically begins once your initial engagement concludes. If you delay activation, we may need a separate engagement to bring your plan current before continuing.
What do I need to have in place to sign up for Ongoing Advice?
Ongoing Advice is available to Foundation Plan clients or hourly clients who already have a plan in place through Sanctuary.
How do you determine the scope of advice each year? What if something unexpected happens?
Before each new engagement begins, you’ll complete a short questionnaire so we’re aligned on your goals, concerns, and any new priorities.
If something unexpected comes up mid-year, we’ll adapt accordingly—or, if needed, bill separately at our hourly rate.
Our annual minimum includes the essential planning we believe every client deserves, so you’re never paying for services you don’t need.
Is Ongoing Advice Optional?
While we design our flat-fee relationships for ongoing planning, you always have the option to opt out. We’re here when you need us.
Can I pause Ongoing Advice?
Ongoing Advice is designed as a continuous relationship to ensure proactive, effective planning year after year. That consistency is key to your success.
If you choose to pause at any time, we may require a separate engagement to bring your plan current before continuing.
How often do we meet during the year?
Your engagement includes one formal review session annually—focused on refreshing your plan, reviewing investments, and aligning with your goals.
Beyond that, we’re available year-round for general questions and guidance. If you’d like additional meetings, they can be scheduled at a cost of $750/meeting.
Will my plan change from year to year?
Your strategy, services, and fee are all reviewed annually, so your plan stays aligned with your life, not stuck in last year’s version of it.
Helpful Takeaways
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