Connemara Group

Fee-only Financial Planning

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    • Fee-Only Financial Planning (Initial Broad-Based Situational Reviews)
    • Follow-Up Planning (Periodic Reviews)
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Connemara Group

Follow-Up Planning (Periodic Reviews)

Life changes, so does your plan

What happens once you have have completed a broad-based financial planning process with Connemara? Once a client has completed the Situational Review and has implemented the recommendations, it is wise every 1-3 years to undertake a more indepth periodic review.

Periodic Reviews

When a client is ready for a periodic review, we provide an estimate based on their unique situation. These reviews involve gathering and updating all relevant data while addressing any new issues. The process culminates in a detailed Periodic Review Meeting.

Ongoing support

Connemara provides two ways for clients to receive periodic support.

A Modified Retainer is for those who want more regular input on topics including assest allocation, tax planning, trust, and estate planning. Modified Retainer clients receive priority attention and a certain number of hours per year. They also receive a discount on Periodic Reviews.

A la Carte Service is for those clients who may have less complex needs or may be more independent. We will work with them on a one-to-one basis.

Contact us at 301-321-3600 or use our contact form to schedule a Periodic Review or for more information about ongoing support.

Why Connemara Group?

Stop wondering about cost and start planning.

Most financial companies don’t provide the one piece of information you want most – the cost. Connemara Group is different; our fee calculator is part of our process of making things clear so you can act.

Our fee calculator is an easy and concise tool that allows you to navigate through some different career levels in order for you to get an estimated range of what your fees and plan would be when finding a financial solution with Connemara Group.

Fee Calculator

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© 2021 Connemara Group · 301-321-3600

Connemara Group · Fee-Only Financial Planning
One Central Plaza, Suite 712, 11300 Rockville Pike, Rockville, MD 20852
1455 Pennsylvania Avenue NW, Suite 400, Washington, DC 20004
1750 Tysons Boulevard, Suite 1500, McLean, VA 22102

Effective Jan. 1, 2016 Connemara Fee Only Planning, LLC and Connemara Family Office Management, LLC are part of Connemara Group, LLC.