30 Min Ongoing Support Call for Clients

Service Description

For each Liability Review we complete: ​ - ​​Each client will be added to our automated system that monitors for future benefits (such as removing mortgage insurance, lowering their interest rate, etc.) - we will continue to correspond through you unless directed otherwise (if this information is initially provided to us). - ​Subsequent reviews will be prioritized and more efficiently completed. - We will continue to be involved (as much as you request) to keep clients on track with goals. The hope is for this to be an ongoing relationship for everyone, not just a one-time solution! When we connect we'll discuss any recommendations to ensure they complement and support your overall strategy for the clients. We'll assume it's a Zoom Video call unless you specify you want it to be a phone call (and provide a contact number).