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.