The Northeast Planning Package
Life seems to become more hectic on a daily basis. The hours we work are longer, the amount of sporting and school events that we need to get ourselves and/or our kids to are increasing and none of our costs seems to be decreasing. The Northeast Planning package allows us to develop a complete financial plan with our clients, so that they can continue to focus on the things that matter most. The Northeast Planning package includes the following:
- On going relationship with your financial advisor at Northeast Wealth Planners
- A comprehensive financial plan that includes investment planning and management, insurance planning, cash flow planning and estate planning. Additionally, specific goals will be discussed such as college planning and retirement planning with investment ideas executed in order to achieve those goals
- All information will be loaded into the Planning Portal (eMoney), our dynamic financial planning and aggregation tool. All investment and insurance accounts managed by Northeast Wealth Planners will be automatically connected to your site. All clients will receive their own personal website where they can see how they are tracking towards their planning goals, upload and safely store important documents and aggregate any and all additional financial account they wish for a single sign-on view of your financial world
- Access to Albridge Wealth Reporting through your own personal client website to view consolidated holdings and investment performance.
- A minimum of 1-2 in person meetings annually to discuss performance and progress of your financial plan. Additional meetings can be held if necessary.
- Additional communication with your advisor via phone, email or web conference throughout the year as needed.
- Access to our monthly market commentary, videos and blogs
- Access to our professional and trusted contacts throughout an array of industries.
The Northeast Planning package is billed as a percentage of assets under management and will be deducted straight from your account. You will never have to write a check to Northeast Wealth Planners.