We offer three different service plans at Nevada Family Wealth. Our most common plan is called the comprehensive service plan. The comprehensive service plan includes 12 scheduled meetings annually. These meetings consist of two in-person financial plan review meetings, two in-person forward-looking strategy meetings and eight touch-base phone calls using GoToMeeting™ technology. All 12 meetings employ an agenda that is provided to clients for review prior to their meeting. Clients in the Go Go Retirement and the Legacy Years stages of life tend to benefit most from the comprehensive service plan due to the flexibility of their schedules.
Clients in the Make It Happen Years stage of life typically chose our standard service plan due to their hectic schedules. The standard service plan includes four scheduled meetings annually. These meetings consist of one in-person financial plan review meeting, one in-person forward-looking strategy meeting and two touch-base phone calls using GoToMeeting™ technology. Agendas are shared prior to each meeting to ensure that everything the client wants to cover is discussed during their meeting.
Clients in the Foundation Years stage of life usually prefer our family service plan. The family service plan includes two scheduled meetings annually. These meetings consist of one in-person financial review meeting and one touch-base call using GoToMeeting™ technology. Many of our millennial clients prefer for both of their annual meetings to occur virtually. We have no problem with accommodating our technologically savvy clients. Agendas are presented for review prior to each meeting.
Regardless of your stage of life, you are more than welcome to choose which service plan best suits your life. You may also start with one service plan and switch to another service plan if you prefer. Our goal is to give you the right amount of contact that you prefer.