Ongoing Comprehensive Planning (OCP) is offered for those Clients who desire to develop a long-term relationship with Soesbe Financial for ongoing support of their financial goals and questions.
The beginning of the Ongoing Comprehensive Planning service is substantially similar to the Standalone Financial Planning service, except that at the end of the initial planning engagement (typically two to three meetings), there will be an agreement for ongoing support that will allow the Client to continue the engagement with Soesbe Financial (with an initial 12-month commitment, to be automatically renewed quarterly after that). This will allow the Client to contact Soesbe Financial by phone, email or in-person meetings to address any follow up items or additional questions that arise, which are included in the price of the Ongoing Comprehensive Planning service.
Annual or semi-annual review meetings are also provided, and each meeting will address the questions or needs of the Client at that time and will also include a rotating “deep-dive” into the different areas of financial planning, typically two to four areas at each meeting. There are four tiers of Ongoing Comprehensive Planning (the same as for Standalone Financial Planning) and a maximum number of hours per contract year will be imposed.
Quarterly statements will be sent to the Client detailing the time spent and hours remaining. Any hours spent by the planner over the maximum for the selected tier will be billed at our hourly rate then in effect, however, no additional work over the maximum hours will be conducted without the Client approval. The fees for the various tiers of Ongoing Comprehensive Planning are clearly explained on the Transparent Pricing page of our website.
[click here to download a PDF copy of our Services Comparison Chart]
For our Ongoing Comprehensive Planning fee schedule, please see the Transparent Pricing page.
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